Gladstone Institutional Advisory’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 | $479K | Buy |
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|
2025
Q1 | $413K | Sell |
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|
2024
Q4 | $2.23M | Buy |
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|
2024
Q3 | $373K | Sell |
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|
2024
Q2 | $346K | Sell |
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|
2024
Q1 | $396K | Sell |
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|
2023
Q4 | $388K | Buy |
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|
2023
Q3 | $309K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $1.26M | Sell |
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|
2020
Q4 | $1.97M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $257K | Sell |
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|
2019
Q3 | $447K | Sell |
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|
2019
Q2 | $669K | Buy |
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|
2019
Q1 | $266K | Hold |
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|
2018
Q4 | $220K | Buy |
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