GHP Investment 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
Q2 | $2.21M | Buy |
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|
2025
Q1 | $1.96M | Buy |
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|
2024
Q4 | $2.08M | Sell |
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|
2024
Q3 | $2.01M | Sell |
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|
2024
Q2 | $1.86M | Sell |
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|
2024
Q1 | $1.97M | Sell |
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|
2023
Q4 | $1.81M | Sell |
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|
2023
Q3 | $1.66M | Buy |
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|
2023
Q2 | $1.76M | Sell |
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|
2023
Q1 | $1.7M | Sell |
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|
2022
Q4 | $1.59M | Sell |
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|
2022
Q3 | $1.52M | Buy |
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|
2022
Q2 | $1.47M | Buy |
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|
2022
Q1 | $1.68M | Buy |
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|
2021
Q4 | $1.91M | Buy |
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|
2021
Q3 | $1.79M | Buy |
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|
2021
Q2 | $1.75M | Buy |
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|
2021
Q1 | $1.59M | Hold |
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|
2020
Q4 | $1.61M | Sell |
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|
2020
Q3 | $1.41M | Buy |
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|
2020
Q2 | $1.27M | Sell |
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|
2020
Q1 | $954K | Sell |
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|
2019
Q4 | $1.17M | Hold |
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|
2019
Q3 | $1.09M | Sell |
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|
2019
Q2 | $1.15M | Hold |
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|
2019
Q1 | $1.08M | Sell |
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|
2018
Q4 | $1.01M | Buy |
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|
2018
Q3 | $1.21M | Buy |
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|
2018
Q2 | $1.12M | Hold |
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|
2018
Q1 | $1.07M | Hold |
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|
2017
Q4 | $1.04M | Sell |
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|
2017
Q3 | $1.07M | Hold |
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|
2017
Q2 | $1.03M | Hold |
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|
2017
Q1 | $979K | Buy |
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|
2016
Q4 | $911K | Sell |
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|
2016
Q3 | $930K | Hold |
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|
2016
Q2 | $891K | Buy |
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|
2016
Q1 | $869K | Buy |
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|
2015
Q4 | $882K | Buy |
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|
2015
Q3 | $843K | Hold |
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|
2015
Q2 | $926K | Sell |
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|
2015
Q1 | $977K | Sell |
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|
2014
Q4 | $966K | Buy |
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|
2014
Q3 | $899K | Hold |
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|
2014
Q2 | $912K | Buy |
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|
2014
Q1 | $882K | Buy |
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|
2013
Q4 | $790K | Hold |
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|
2013
Q3 | $736K | Buy |
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|
2013
Q2 | $657K | Buy |
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