Independent Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.19M | Buy |
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|
2025
Q4 | $1.19M | Buy |
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|
2025
Q3 | $1.12M | Buy |
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|
2025
Q2 | $950K | Buy |
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|
2025
Q1 | $752K | Sell |
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|
2024
Q4 | $813K | Buy |
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|
2024
Q3 | $731K | Sell |
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|
2024
Q2 | $691K | Buy |
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|
2024
Q1 | $510K | Buy |
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|
2023
Q4 | $425K | Buy |
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|
2023
Q3 | $338K | Sell |
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|
2023
Q2 | $368K | Hold |
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|
2023
Q1 | $347K | Hold |
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|
2022
Q4 | $325K | Sell |
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|
2022
Q3 | $306K | Hold |
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|
2022
Q2 | $315K | Buy |
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|
2022
Q1 | $352K | Hold |
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|
2021
Q4 | $401K | Buy |
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|
2021
Q3 | $373K | Sell |
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|
2021
Q2 | $543K | Sell |
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|
2021
Q1 | $601K | Hold |
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|
2020
Q4 | $607K | Buy |
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|
2020
Q3 | $508K | Buy |
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|
2020
Q2 | $376K | Buy |
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|
2020
Q1 | $269K | Buy |
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