Capital Asset Advisory Services’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 | $1.44M | Buy |
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|
2025
Q2 | $1.37M | Sell |
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|
2025
Q1 | $1.28M | Buy |
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|
2024
Q4 | $1.29M | Buy |
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|
2024
Q3 | $1.16M | Buy |
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|
2024
Q2 | $1.01M | Buy |
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|
2024
Q1 | $938K | Buy |
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|
2023
Q4 | $819K | Buy |
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|
2023
Q3 | $706K | Buy |
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|
2023
Q2 | $716K | Buy |
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|
2023
Q1 | $624K | Buy |
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|
2022
Q4 | $550K | Buy |
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|
2022
Q3 | $444K | Buy |
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|
2022
Q2 | $426K | Buy |
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|
2022
Q1 | $473K | Buy |
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