Integrated Wealth Concepts’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 | $1.71M | Buy |
21,290
+267
| +1% | +$21.4K | 0.02% | 670 |
|
|
2025
Q1 | $1.5M | Buy |
21,023
+20
| +0.1% | +$1.43K | 0.02% | 661 |
|
|
2024
Q4 | $1.59M | Buy |
21,003
+377
| +2% | +$28.5K | 0.02% | 643 |
|
|
2024
Q3 | $1.51M | Buy |
20,626
+705
| +4% | +$51.4K | 0.02% | 641 |
|
|
2024
Q2 | $1.35M | Buy |
19,921
+391
| +2% | +$26.5K | 0.02% | 632 |
|
|
2024
Q1 | $1.38M | Buy |
19,530
+361
| +2% | +$25.5K | 0.02% | 633 |
|
|
2023
Q4 | $1.24M | Sell |
19,169
-4
| -0% | -$258 | 0.02% | 643 |
|
|
2023
Q3 | $1.1M | Sell |
19,173
-1,046
| -5% | -$59.8K | 0.02% | 658 |
|
|
2023
Q2 | $1.23M | Buy |
20,219
+15,468
| +326% | +$943K | 0.02% | 608 |
|
|
2023
Q1 | $273K | Buy |
+4,751
| New | +$273K | 0.01% | 1096 |
|