Financial Perspectives’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 | $129K | Buy |
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|
2025
Q2 | $125K | Buy |
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|
2025
Q1 | $111K | Buy |
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|
2024
Q4 | $105K | Buy |
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|
2024
Q3 | $101K | Buy |
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|
2024
Q2 | $93.8K | Buy |
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|
2024
Q1 | $97.7K | Buy |
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|
2023
Q4 | $88.9K | Buy |
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|
2023
Q3 | $78.4K | Hold |
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|
2023
Q2 | $83.6K | Buy |
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|
2023
Q1 | $78.8K | Buy |
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|
2022
Q4 | $73.6K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $171K | Hold |
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|
2021
Q2 | $171K | Sell |
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|
2021
Q1 | $414K | Buy |
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