D.A. Davidson & Co’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 | $424K | Buy |
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|
2025
Q4 | $383K | Buy |
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|
2025
Q3 | $286K | Buy |
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|
2025
Q2 | $206K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $2.33M | Sell |
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|
2020
Q4 | $2.36M | Buy |
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|
2020
Q3 | $1.94M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $36K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $108K | Hold |
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|
2014
Q4 | $102K | Hold |
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|
2014
Q3 | $96K | Hold |
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|
2014
Q2 | $97K | Sell |
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|
2014
Q1 | $95K | Hold |
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|
2013
Q4 | $93K | Hold |
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|
2013
Q3 | $87K | Hold |
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|
2013
Q2 | $79K | Buy |
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