Creative Planning’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.92M | Buy |
49,724
+1,110
| +2% | +$90.9K | ﹤0.01% | 1378 |
|
|
2025
Q4 | $3.88M | Buy |
48,614
+8,218
| +20% | +$668K | ﹤0.01% | 1188 |
|
|
2025
Q3 | $3.34M | Buy |
40,396
+2,551
| +7% | +$208K | ﹤0.01% | 1138 |
|
|
2025
Q2 | $3.04M | Sell |
37,845
-3,017
| -7% | -$224K | ﹤0.01% | 1029 |
|
|
2025
Q1 | $2.92M | Buy |
40,862
+1,432
| +4% | +$109K | ﹤0.01% | 947 |
|
|
2024
Q4 | $2.98M | Sell |
39,430
-10,509
| -21% | -$804K | ﹤0.01% | 903 |
|
|
2024
Q3 | $3.64M | Buy |
49,939
+27
| +0.1% | +$1.87K | ﹤0.01% | 769 |
|
|
2024
Q2 | $3.38M | Sell |
49,912
-466
| -0.9% | -$31.7K | ﹤0.01% | 771 |
|
|
2024
Q1 | $3.56M | Sell |
50,378
-3,838
| -7% | -$256K | ﹤0.01% | 728 |
|
|
2023
Q4 | $3.49M | Sell |
54,216
-11,963
| -18% | -$703K | 0.01% | 680 |
|
|
2023
Q3 | $3.78M | Buy |
66,179
+15,587
| +31% | +$940K | 0.01% | 614 |
|
|
2023
Q2 | $3.08M | Sell |
50,592
-5,035
| -9% | -$289K | ﹤0.01% | 662 |
|
|
2023
Q1 | $3.2M | Sell |
55,627
-1,136
| -2% | -$64.9K | ﹤0.01% | 625 |
|
|
2022
Q4 | $3.06M | Buy |
56,763
+950
| +2% | +$51.2K | ﹤0.01% | 612 |
|
|
2022
Q3 | $2.81M | Sell |
55,813
-31
| -0.1% | -$1.73K | ﹤0.01% | 585 |
|
|
2022
Q2 | $2.9M | Sell |
55,844
-110
| -0.2% | -$6.26K | ﹤0.01% | 592 |
|
|
2022
Q1 | $3.6M | Sell |
55,954
-2,686
| -5% | -$173K | 0.01% | 537 |
|
|
2021
Q4 | $4.29M | Sell |
58,640
-295
| -0.5% | -$21.5K | 0.01% | 456 |
|
|
2021
Q3 | $4.06M | Sell |
58,935
-413
| -0.7% | -$29.2K | 0.01% | 466 |
|
|
2021
Q2 | $4.09M | Sell |
59,348
-2,122
| -3% | -$140K | 0.01% | 462 |
|
|
2021
Q1 | $3.87M | Buy |
61,470
+558
| +0.9% | +$36.1K | 0.01% | 478 |
|
|
2020
Q4 | $3.88M | Buy |
60,912
+3,048
| +5% | +$180K | 0.01% | 437 |
|
|
2020
Q3 | $3.09M | Buy |
57,864
+32,538
| +128% | +$1.7M | 0.01% | 424 |
|
|
2020
Q2 | $1.24M | Buy |
25,326
+174
| +0.7% | +$7.66K | ﹤0.01% | 664 |
|
|
2020
Q1 | $914K | Hold |
25,152
| – | – | ﹤0.01% | 685 |
|
|
2019
Q4 | $1.1M | Sell |
25,152
-486
| -2% | -$20.4K | ﹤0.01% | 744 |
|
|
2019
Q3 | $1.04M | Sell |
25,638
-6,000
| -19% | -$250K | ﹤0.01% | 737 |
|
|
2019
Q2 | $1.33M | Sell |
31,638
-210
| -0.7% | -$8.47K | ﹤0.01% | 651 |
|
|
2019
Q1 | $1.25M | Buy |
+31,848
| New | +$1.17M | ﹤0.01% | 637 |
|
|
2017
Q3 | – | Sell |
-18
| Closed | -$1K | – | 2756 |
|
|
2017
Q2 | $1K | Buy |
+18
| New | +$537 | ﹤0.01% | 4446 |
|
Other funds holding IMCG
VIA
