Hunter Associates Investment Management’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
$1.91M Sell
23,769
-1,004
-4% -$80.6K 0.28% 90
2025
Q1
$1.77M Sell
24,773
-1,230
-5% -$88.1K 0.27% 86
2024
Q4
$1.96M Buy
26,003
+1,692
+7% +$128K 0.3% 80
2024
Q3
$1.78M Buy
24,311
+930
+4% +$68K 0.28% 89
2024
Q2
$1.59M Sell
23,381
-1,504
-6% -$102K 0.27% 91
2024
Q1
$1.76M Buy
24,885
+1,037
+4% +$73.3K 0.3% 89
2023
Q4
$1.54M Buy
23,848
+4,608
+24% +$298K 0.28% 91
2023
Q3
$1.1M Buy
19,240
+1,500
+8% +$85.8K 0.22% 105
2023
Q2
$1.08M Buy
17,740
+1,075
+6% +$65.4K 0.21% 106
2023
Q1
$966K Buy
16,665
+1,225
+8% +$71K 0.21% 92
2022
Q4
$836K Buy
15,440
+5,235
+51% +$283K 0.2% 98
2022
Q3
$516K Buy
+10,205
New +$516K 0.13% 129