IFP 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 | $514K | Sell |
|
|||||
|
2025
Q1 | $1.19M | Sell |
|
|||||
|
2024
Q4 | $1.44M | Buy |
|
|||||
|
2024
Q3 | $311K | Sell |
|
|||||
|
2024
Q2 | $350K | Hold |
|
|||||
|
2024
Q1 | $365K | Buy |
|
|||||
|
2023
Q4 | $322K | Sell |
|
|||||
|
2023
Q3 | $958K | Buy |
|
|||||
|
2023
Q2 | $941K | Buy |
|
|||||
|
2023
Q1 | $3.2M | Sell |
|
|||||
|
2022
Q4 | $3.57M | Sell |
|
|||||
|
2022
Q3 | $4.01M | Buy |
|
|||||
|
2022
Q2 | $3.8M | Hold |
|
|||||
|
2022
Q1 | $3.8M | Buy |
|
|||||
|
2021
Q4 | $692K | Buy |
|
|||||
|
2021
Q3 | $638K | Buy |
|
|||||
|
2021
Q2 | $429K | Buy |
|
|||||
|
2021
Q1 | $335K | Sell |
|
|||||
|
2020
Q4 | $559K | Buy |
|
|||||
|
2020
Q3 | $355K | Buy |
|
|||||
|
2020
Q2 | $82K | Buy |
|
|||||
|
2020
Q1 | $55K | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $16K | Buy |
|
|||||
|
2018
Q3 | $19K | Hold |
|
|||||
|
2018
Q2 | $17K | Hold |
|
|||||
|
2018
Q1 | $16K | Hold |
|
|||||
|
2017
Q4 | $16K | Hold |
|
|||||
|
2017
Q3 | $15K | Hold |
|
|||||
|
2017
Q2 | $14K | Hold |
|
|||||
|
2017
Q1 | $14K | Buy |
|
|||||
|
2016
Q4 | $9K | Hold |
|
|||||
|
2016
Q3 | $9K | Buy |
|
|||||
|
2016
Q1 | – | Sell |
|
|||||
|
2015
Q4 | $7K | Buy |
|