DAS
Diversify Advisory Services’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 | $1.35M | Sell |
16,655
-690
| -4% | -$55.8K | 0.05% | 263 |
|
|
2025
Q1 | $1.25M | Buy |
17,345
+1,871
| +12% | +$134K | 0.08% | 181 |
|
|
2024
Q4 | $1.17M | Buy |
15,474
+2,963
| +24% | +$223K | 0.06% | 210 |
|
|
2024
Q3 | $926K | Sell |
12,511
-3,889
| -24% | -$288K | 0.05% | 264 |
|
|
2024
Q2 | $1.11M | Buy |
16,400
+501
| +3% | +$33.8K | 0.06% | 229 |
|
|
2024
Q1 | $1.12M | Buy |
+15,899
| New | +$1.12M | 0.07% | 231 |
|