Cosner Financial 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 | $22M | Sell |
273,347
-2,470
| -0.9% | -$198K | 12.23% | 1 |
|
|
2025
Q1 | $19.7M | Buy |
275,817
+22,245
| +9% | +$1.59M | 12.05% | 1 |
|
|
2024
Q4 | $19.2M | Buy |
253,572
+9,607
| +4% | +$726K | 12.13% | 2 |
|
|
2024
Q3 | $17.8M | Sell |
243,965
-1,193
| -0.5% | -$87.1K | 11.48% | 2 |
|
|
2024
Q2 | $16.6M | Buy |
245,158
+2,466
| +1% | +$167K | 11.75% | 2 |
|
|
2024
Q1 | $17.2M | Buy |
242,692
+13,449
| +6% | +$951K | 12.29% | 2 |
|
|
2023
Q4 | $15.4M | Buy |
229,243
+82,239
| +56% | +$5.53M | 13.03% | 2 |
|
|
2023
Q3 | $8.4M | Buy |
147,004
+25,540
| +21% | +$1.46M | 7.4% | 7 |
|
|
2023
Q2 | $7.4M | Buy |
+121,464
| New | +$7.4M | 6.1% | 7 |
|