Farther Finance Advisors’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 | $1.81K | Buy |
23
+10
| +77% | +$786 | ﹤0.01% | 3726 |
|
|
2025
Q1 | $959 | Hold |
13
| – | – | ﹤0.01% | 3627 |
|
|
2024
Q4 | $1.01K | Buy |
13
+12
| +1,200% | +$929 | ﹤0.01% | 3247 |
|
|
2024
Q3 | $94 | Sell |
1
-1
| -50% | -$94 | ﹤0.01% | 3784 |
|
|
2024
Q2 | $105 | Sell |
2
-208
| -99% | -$10.9K | ﹤0.01% | 3593 |
|
|
2024
Q1 | $14.7K | Hold |
210
| – | – | ﹤0.01% | 1596 |
|
|
2023
Q4 | $13.5K | Hold |
210
| – | – | ﹤0.01% | 1472 |
|
|
2023
Q3 | $12K | Hold |
210
| – | – | ﹤0.01% | 1232 |
|
|
2023
Q2 | $12.8K | Hold |
210
| – | – | ﹤0.01% | 1121 |
|
|
2023
Q1 | $12.1K | Hold |
210
| – | – | ﹤0.01% | 1048 |
|
|
2022
Q4 | $11.3K | Buy |
+210
| New | +$11.3K | ﹤0.01% | 907 |
|