Dynamic Advisor Solutions’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 | $307K | Sell |
3,831
-43
| -1% | -$3.45K | 0.01% | 736 |
|
|
2025
Q1 | $277K | Buy |
3,874
+314
| +9% | +$22.4K | 0.01% | 735 |
|
|
2024
Q4 | $269K | Sell |
3,560
-8
| -0.2% | -$604 | 0.01% | 560 |
|
|
2024
Q3 | $260K | Buy |
+3,568
| New | +$260K | 0.01% | 806 |
|
|
2023
Q2 | – | Sell |
-9,494
| Closed | -$546K | – | 824 |
|
|
2023
Q1 | $546K | Buy |
+9,494
| New | +$546K | 0.03% | 450 |
|