Caitlin John’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
Q1 | – | Sell |
-1,373
| Closed | -$104K | – | 440 |
|
|
2024
Q4 | $104K | Sell |
1,373
-1
| -0.1% | -$76 | 0.07% | 161 |
|
|
2024
Q3 | $108K | Sell |
1,374
-371
| -21% | -$29K | 0.07% | 167 |
|
|
2024
Q2 | $118K | Sell |
1,745
-328
| -16% | -$22.2K | 0.09% | 152 |
|
|
2024
Q1 | $147K | Hold |
2,073
| – | – | 0.11% | 129 |
|
|
2023
Q4 | $134K | Buy |
+2,073
| New | +$134K | 0.11% | 126 |
|