Cetera Investment Advisers’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 | $26.6M | Buy |
331,524
+47,045
| +17% | +$3.77M | 0.04% | 418 |
|
|
2025
Q1 | $20.3M | Buy |
284,479
+27,911
| +11% | +$1.99M | 0.04% | 459 |
|
|
2024
Q4 | $19.4M | Buy |
256,568
+16,316
| +7% | +$1.23M | 0.04% | 442 |
|
|
2024
Q3 | $17.5M | Buy |
240,252
+30,840
| +15% | +$2.25M | 0.04% | 457 |
|
|
2024
Q2 | $14.2M | Buy |
209,412
+22,345
| +12% | +$1.51M | 0.03% | 516 |
|
|
2024
Q1 | $13.2M | Buy |
187,067
+169,195
| +947% | +$12M | 0.03% | 556 |
|
|
2023
Q4 | $1.15M | Sell |
17,872
-2,374
| -12% | -$153K | 0.01% | 1032 |
|
|
2023
Q3 | $1.16M | Sell |
20,246
-5,422
| -21% | -$310K | 0.01% | 980 |
|
|
2023
Q2 | $1.56M | Buy |
25,668
+1,002
| +4% | +$61.1K | 0.01% | 882 |
|
|
2023
Q1 | $1.42M | Sell |
24,666
-15,726
| -39% | -$905K | 0.01% | 881 |
|
|
2022
Q4 | $2.18M | Buy |
40,392
+21,429
| +113% | +$1.15M | 0.02% | 672 |
|
|
2022
Q3 | $955K | Buy |
18,963
+3,400
| +22% | +$171K | 0.02% | 735 |
|
|
2022
Q2 | $808K | Sell |
15,563
-11,339
| -42% | -$589K | 0.01% | 877 |
|
|
2022
Q1 | $1.73M | Buy |
26,902
+5,891
| +28% | +$379K | 0.02% | 610 |
|
|
2021
Q4 | $1.54M | Buy |
21,011
+4,934
| +31% | +$361K | 0.02% | 647 |
|
|
2021
Q3 | $1.11M | Sell |
16,077
-600
| -4% | -$41.3K | 0.02% | 738 |
|
|
2021
Q2 | $1.15M | Buy |
16,677
+387
| +2% | +$26.7K | 0.02% | 725 |
|
|
2021
Q1 | $1.03M | Sell |
16,290
-3,264
| -17% | -$206K | 0.02% | 664 |
|
|
2020
Q4 | $1.25M | Buy |
19,554
+6,498
| +50% | +$414K | 0.02% | 595 |
|
|
2020
Q3 | $697K | Buy |
13,056
+7,818
| +149% | +$417K | 0.06% | 319 |
|
|
2020
Q2 | $256K | Buy |
+5,238
| New | +$256K | 0.02% | 514 |
|