CMP
Courage Miller Partners’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.05M | Sell |
25,509
-575
| -2% | -$46.1K | 0.65% | 24 |
|
|
2025
Q1 | $1.86M | Sell |
26,084
-591
| -2% | -$42.2K | 0.63% | 25 |
|
|
2024
Q4 | $2.01M | Sell |
26,675
-409
| -2% | -$30.9K | 0.69% | 24 |
|
|
2024
Q3 | $1.98M | Sell |
27,084
-708
| -3% | -$51.7K | 0.66% | 24 |
|
|
2024
Q2 | $1.88M | Sell |
27,792
-124
| -0.4% | -$8.4K | 0.68% | 24 |
|
|
2024
Q1 | $1.97M | Sell |
27,916
-453
| -2% | -$32K | 0.68% | 26 |
|
|
2023
Q4 | $1.83M | Sell |
28,369
-2,689
| -9% | -$173K | 0.69% | 24 |
|
|
2023
Q3 | $1.77M | Sell |
31,058
-728
| -2% | -$41.6K | 0.73% | 24 |
|
|
2023
Q2 | $1.94M | Sell |
31,786
-773
| -2% | -$47.1K | 0.81% | 24 |
|
|
2023
Q1 | $1.87M | Sell |
32,559
-939
| -3% | -$54K | 0.79% | 23 |
|
|
2022
Q4 | $1.8M | Sell |
33,498
-1,190
| -3% | -$64.1K | 0.83% | 21 |
|
|
2022
Q3 | $1.75M | Sell |
34,688
-760
| -2% | -$38.3K | 0.88% | 21 |
|
|
2022
Q2 | $1.84M | Hold |
35,448
| – | – | 0.87% | 21 |
|
|
2022
Q1 | $2.28M | Sell |
35,448
-131
| -0.4% | -$8.42K | 0.9% | 20 |
|
|
2021
Q4 | $2.61M | Sell |
35,579
-1,530
| -4% | -$112K | 0.99% | 22 |
|
|
2021
Q3 | $2.56M | Sell |
37,109
-5,334
| -13% | -$367K | 1.03% | 23 |
|
|
2021
Q2 | $2.92M | Buy |
42,443
+35,290
| +493% | +$2.43M | 1.2% | 22 |
|
|
2021
Q1 | $2.71M | Sell |
7,153
-141
| -2% | -$53.3K | 1.17% | 22 |
|
|
2020
Q4 | $2.79M | Sell |
7,294
-1,333
| -15% | -$510K | 1.28% | 21 |
|
|
2020
Q3 | $2.53M | Hold |
8,627
| – | – | 1.36% | 20 |
|
|
2020
Q2 | $2.53M | Sell |
8,627
-186
| -2% | -$54.5K | 1.36% | 20 |
|
|
2020
Q1 | $1.92M | Sell |
8,813
-722
| -8% | -$157K | 1.18% | 22 |
|
|
2019
Q4 | $2.51M | Sell |
9,535
-66
| -0.7% | -$17.4K | 1.29% | 20 |
|
|
2019
Q3 | $2.34M | Sell |
9,601
-768
| -7% | -$187K | 1.29% | 20 |
|
|
2019
Q2 | $2.61M | Sell |
10,369
-242
| -2% | -$60.9K | 1.43% | 20 |
|
|
2019
Q1 | $2.5M | Sell |
10,611
-109
| -1% | -$25.6K | 1.41% | 23 |
|
|
2018
Q4 | $2.08M | Hold |
10,720
| – | – | 1.24% | 24 |
|
|
2018
Q3 | $2.53M | Sell |
10,720
-178
| -2% | -$42K | 1.45% | 23 |
|
|
2018
Q2 | $2.39M | Sell |
10,898
-64
| -0.6% | -$14K | 1.42% | 23 |
|
|
2018
Q1 | $2.3M | Sell |
10,962
-962
| -8% | -$201K | 1.39% | 24 |
|
|
2017
Q4 | $2.41M | Sell |
11,924
-1,018
| -8% | -$206K | 1.46% | 22 |
|
|
2017
Q3 | $2.46M | Sell |
12,942
-87
| -0.7% | -$16.5K | 1.54% | 22 |
|
|
2017
Q2 | $2.38M | Hold |
13,029
| – | – | 1.57% | 21 |
|
|
2017
Q1 | $2.27M | Sell |
13,029
-200
| -2% | -$34.8K | 1.57% | 22 |
|
|
2016
Q4 | $2.14M | Sell |
13,229
-1,054
| -7% | -$171K | 1.5% | 23 |
|
|
2016
Q3 | $2.33M | Sell |
14,283
-136
| -0.9% | -$22.1K | 1.61% | 20 |
|
|
2016
Q2 | $2.25M | Sell |
14,419
-872
| -6% | -$136K | 1.61% | 20 |
|
|
2016
Q1 | $2.33M | Sell |
15,291
-1,438
| -9% | -$219K | 1.63% | 22 |
|
|
2015
Q4 | $2.59M | Buy |
16,729
+575
| +4% | +$88.9K | 1.79% | 20 |
|
|
2015
Q3 | $2.42M | Sell |
16,154
-90
| -0.6% | -$13.5K | 1.8% | 20 |
|
|
2015
Q2 | $2.67M | Sell |
16,244
-63
| -0.4% | -$10.4K | 1.99% | 18 |
|
|
2015
Q1 | $2.72M | Sell |
16,307
-1,177
| -7% | -$197K | 2.04% | 19 |
|
|
2014
Q4 | $2.74M | Sell |
17,484
-167
| -0.9% | -$26.1K | 2.26% | 15 |
|
|
2014
Q3 | $2.61M | Buy |
17,651
+282
| +2% | +$41.7K | 2.03% | 18 |
|
|
2014
Q2 | $2.6M | Sell |
17,369
-749
| -4% | -$112K | 1.91% | 18 |
|
|
2014
Q1 | $2.63M | Sell |
18,118
-50
| -0.3% | -$7.25K | 2.07% | 18 |
|
|
2013
Q4 | $2.59M | Sell |
18,168
-3,214
| -15% | -$458K | 2.19% | 15 |
|
|
2013
Q3 | $2.84M | Sell |
21,382
-1,784
| -8% | -$237K | 2.33% | 15 |
|
|
2013
Q2 | $2.79M | Buy |
+23,166
| New | +$2.79M | 2.54% | 17 |
|