Concord Wealth Partners’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 | $86.3K | Buy |
+1,076
| New | +$86.3K | 0.01% | 281 |
|
|
2024
Q4 | – | Sell |
-1,033
| Closed | -$75.4K | – | 957 |
|
|
2024
Q3 | $75.4K | Buy |
+1,033
| New | +$75.4K | 0.01% | 283 |
|
|
2024
Q2 | – | Sell |
-982
| Closed | -$69.4K | – | 880 |
|
|
2024
Q1 | $69.4K | Buy |
+982
| New | +$69.4K | 0.01% | 311 |
|
|
2023
Q4 | – | Sell |
-1,677
| Closed | -$95.8K | – | 920 |
|
|
2023
Q3 | $95.8K | Hold |
1,677
| – | – | 0.02% | 289 |
|
|
2023
Q2 | $102K | Buy |
1,677
+782
| +87% | +$47.7K | 0.02% | 275 |
|
|
2023
Q1 | $51.5K | Sell |
895
-695
| -44% | -$40K | 0.01% | 344 |
|
|
2022
Q4 | $85.7K | Buy |
+1,590
| New | +$85.7K | 0.03% | 281 |
|
|
2022
Q3 | – | Sell |
-895
| Closed | -$46K | – | 620 |
|
|
2022
Q2 | $46K | Buy |
+895
| New | +$46K | 0.01% | 389 |
|