Integrated Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-474
| Closed | -$13K | – | 609 |
|
|
2016
Q3 | $13K | Hold |
474
| – | – | ﹤0.01% | 704 |
|
|
2016
Q2 | $12K | Hold |
474
| – | – | ﹤0.01% | 714 |
|
|
2016
Q1 | $12K | Hold |
474
| – | – | 0.01% | 663 |
|
|
2015
Q4 | $12K | Hold |
474
| – | – | 0.01% | 726 |
|
|
2015
Q3 | $12K | Hold |
474
| – | – | 0.01% | 720 |
|
|
2015
Q2 | $13K | Hold |
474
| – | – | 0.01% | 733 |
|
|
2015
Q1 | $13K | Buy |
+474
| New | +$13K | 0.01% | 699 |
|