Geneos Wealth Management’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 | $585K | Sell |
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|
2025
Q2 | $665K | Sell |
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|
2025
Q1 | $1.03M | Buy |
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|
2024
Q4 | $446K | Buy |
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|
2024
Q3 | $421K | Sell |
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|
2024
Q2 | $394K | Buy |
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|
2024
Q1 | $408K | Buy |
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|
2023
Q4 | $362K | Sell |
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|
2023
Q3 | $330K | Buy |
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|
2023
Q2 | $346K | Buy |
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|
2023
Q1 | $323K | Buy |
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|
2022
Q4 | $284K | Buy |
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|
2022
Q3 | $51K | Sell |
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|
2022
Q2 | $76K | Sell |
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|
2022
Q1 | $128K | Buy |
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|
2021
Q4 | $143K | Sell |
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|
2021
Q3 | $156K | Buy |
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|
2021
Q2 | $156K | Sell |
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|
2021
Q1 | $149K | Buy |
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|
2020
Q4 | $160K | Hold |
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|
2020
Q3 | $134K | Hold |
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|
2020
Q2 | $121K | Hold |
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|
2020
Q1 | $91K | Buy |
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|
2019
Q4 | $26K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $11K | Hold |
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|
2016
Q1 | $11K | Buy |
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