Capital Analysts LLC’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $912K | Buy |
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|
2025
Q2 | $870K | Sell |
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|
2025
Q1 | $834K | Sell |
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|
2024
Q4 | $895K | Buy |
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|
2024
Q3 | $864K | Buy |
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|
2024
Q2 | $757K | Buy |
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|
2024
Q1 | $788K | Buy |
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|
2023
Q4 | $713K | Buy |
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|
2023
Q3 | $514K | Sell |
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|
2023
Q2 | $792K | Buy |
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|
2023
Q1 | $763K | Sell |
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|
2022
Q4 | $889K | Sell |
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|
2022
Q3 | $908K | Sell |
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|
2022
Q2 | $962K | Buy |
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|
2022
Q1 | $1.19M | Buy |
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|
2021
Q4 | $1.35M | Sell |
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|
2021
Q3 | $1.28M | Sell |
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|
2021
Q2 | $1.28M | Buy |
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|
2021
Q1 | $1.17M | Buy |
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