DDFG Inc’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 | $3.02M | Buy |
37,684
+2,416
| +7% | +$194K | 0.76% | 25 |
|
|
2025
Q1 | $2.52M | Buy |
35,268
+21,433
| +155% | +$1.53M | 0.7% | 25 |
|
|
2024
Q4 | $1.04M | Buy |
13,835
+1,060
| +8% | +$80.1K | 0.3% | 31 |
|
|
2024
Q3 | $932K | Buy |
12,775
+583
| +5% | +$42.5K | 0.27% | 37 |
|
|
2024
Q2 | $826K | Buy |
12,192
+696
| +6% | +$47.2K | 0.26% | 35 |
|
|
2024
Q1 | $813K | Sell |
11,496
-5,579
| -33% | -$394K | 0.26% | 34 |
|
|
2023
Q4 | $1.1M | Buy |
17,075
+948
| +6% | +$61.1K | 0.37% | 30 |
|
|
2023
Q3 | $921K | Sell |
16,127
-3,351
| -17% | -$191K | 0.34% | 31 |
|
|
2023
Q2 | $1.19M | Buy |
19,478
+1,429
| +8% | +$87.1K | 0.44% | 27 |
|
|
2023
Q1 | $1.04M | Buy |
18,049
+2,909
| +19% | +$167K | 0.4% | 28 |
|
|
2022
Q4 | $816K | Buy |
+15,140
| New | +$816K | 0.34% | 29 |
|