Cornerstone Planning Group’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 | $28.7M | Buy |
354,086
+24,919
| +8% | +$2.02M | 5.85% | 6 |
|
|
2025
Q1 | $22.9M | Buy |
329,167
+18,087
| +6% | +$1.26M | 5.47% | 6 |
|
|
2024
Q4 | $24.5M | Buy |
311,080
+934
| +0.3% | +$73.4K | 6.01% | 6 |
|
|
2024
Q3 | $23M | Buy |
310,146
+17,527
| +6% | +$1.3M | 6.07% | 5 |
|
|
2024
Q2 | $19.1M | Buy |
292,619
+18,848
| +7% | +$1.23M | 5.47% | 5 |
|
|
2024
Q1 | $18.5M | Buy |
273,771
+16,574
| +6% | +$1.12M | 5.74% | 5 |
|
|
2023
Q4 | $16.6M | Buy |
257,197
+25,256
| +11% | +$1.63M | 5.47% | 5 |
|
|
2023
Q3 | $13.3M | Buy |
231,941
+37,267
| +19% | +$2.13M | 5.05% | 5 |
|
|
2023
Q2 | $11.9M | Buy |
+194,674
| New | +$11.9M | 4.69% | 5 |
|
|
2022
Q4 | $8.94M | Buy |
+161,168
| New | +$8.94M | 3.75% | 5 |
|