Fermata Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $456K | Sell |
|
|||||
|
2025
Q2 | $486K | Sell |
|
|||||
|
2025
Q1 | $519K | Sell |
|
|||||
|
2024
Q4 | $566K | Sell |
|
|||||
|
2024
Q3 | $601K | Sell |
|
|||||
|
2024
Q2 | $590K | Sell |
|
|||||
|
2024
Q1 | $2.34M | Sell |
|
|||||
|
2023
Q4 | $3.83M | Sell |
|
|||||
|
2023
Q3 | $3.47M | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $498K | Sell |
|
|||||
|
2022
Q4 | $4.31M | Sell |
|
|||||
|
2022
Q3 | $4.87M | Buy |
|
|||||
|
2022
Q2 | $3.99M | Buy |
|
|||||
|
2022
Q1 | $2.73M | Buy |
|
|||||
|
2021
Q4 | $2.03M | Buy |
|
|||||
|
2021
Q3 | $635K | Buy |
|