Betterment LLC’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.97M | Buy |
24,515
+2,363
| +11% | +$190K | ﹤0.01% | 212 |
|
|
2025
Q1 | $1.58M | Buy |
22,152
+1,003
| +5% | +$71.6K | ﹤0.01% | 219 |
|
|
2024
Q4 | $1.6M | Buy |
21,149
+3,474
| +20% | +$262K | ﹤0.01% | 220 |
|
|
2024
Q3 | $1.29M | Buy |
17,675
+1,613
| +10% | +$118K | ﹤0.01% | 212 |
|
|
2024
Q2 | $1.09M | Buy |
16,062
+6,725
| +72% | +$456K | ﹤0.01% | 210 |
|
|
2024
Q1 | $660K | Buy |
9,337
+5,741
| +160% | +$406K | ﹤0.01% | 232 |
|
|
2023
Q4 | $232K | Buy |
+3,596
| New | +$232K | ﹤0.01% | 303 |
|