HF Advisory Group’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Buy |
13,681
+812
| +6% | +$65.1K | 0.43% | 84 |
|
|
2025
Q1 | $919K | Buy |
12,869
+157
| +1% | +$11.2K | 0.4% | 94 |
|
|
2024
Q4 | $960K | Buy |
12,712
+74
| +0.6% | +$5.59K | 0.44% | 83 |
|
|
2024
Q3 | $922K | Buy |
12,638
+2,785
| +28% | +$203K | 0.43% | 89 |
|
|
2024
Q2 | $668K | Buy |
9,853
+1,169
| +13% | +$79.2K | 0.35% | 104 |
|
|
2024
Q1 | $614K | Buy |
8,684
+284
| +3% | +$20.1K | 0.34% | 98 |
|
|
2023
Q4 | $541K | Buy |
8,400
+621
| +8% | +$40K | 0.35% | 95 |
|
|
2023
Q3 | $455K | Buy |
7,779
+213
| +3% | +$12.5K | 0.34% | 96 |
|
|
2023
Q2 | $461K | Sell |
7,566
-324
| -4% | -$19.7K | 0.36% | 91 |
|
|
2023
Q1 | $454K | Sell |
7,890
-43
| -0.5% | -$2.48K | 0.4% | 82 |
|
|
2022
Q4 | $427K | Buy |
+7,933
| New | +$427K | 0.43% | 78 |
|