Cerity Partners
IMCG icon

Cerity Partners’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Cerity Partners’s Portfolio IMCG Stock Details IMCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$342K Sell
4,342
-1,309
-23% -$107K ﹤0.01% 2518
2025
Q4 		$451K Sell
5,651
-952
-14% -$77.4K ﹤0.01% 2177
2025
Q3 		$546K Buy
6,603
+515
+8% +$42K ﹤0.01% 1912
2025
Q2 		$488K Sell
6,088
-334
-5% -$24.8K ﹤0.01% 1866
2025
Q1 		$459K Sell
6,422
-79
-1% -$6.02K ﹤0.01% 1807
2024
Q4 		$491K Buy
6,501
+1,614
+33% +$123K ﹤0.01% 1772
2024
Q3 		$357K Buy
4,887
+1,873
+62% +$130K ﹤0.01% 1952
2024
Q2 		$204K Buy
3,014
+16
+0.5% +$1.09K ﹤0.01% 2024
2024
Q1 		$212K Sell
2,998
-530
-15% -$35.3K ﹤0.01% 2085
2023
Q4 		$227K Buy
+3,528
New +$207K ﹤0.01% 1665
2022
Q3 		– Sell
-5,301
Closed -$276K – 1212
2022
Q2 		$276K Buy
5,301
+1,458
+38% +$83K ﹤0.01% 939
2022
Q1 		$247K Buy
+3,843
New +$247K ﹤0.01% 797

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