JP Morgan Chase’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 | $6.98M | Buy |
91,869
+18,682
| +26% | +$1.53M | ﹤0.01% | 3001 |
|
|
2025
Q4 | $5.84M | Sell |
73,187
-473
| -0.6% | -$38.4K | ﹤0.01% | 3165 |
|
|
2025
Q3 | $6.09M | Buy |
73,660
+9,959
| +16% | +$812K | ﹤0.01% | 3174 |
|
|
2025
Q2 | $5.11M | Buy |
63,701
+13,500
| +27% | +$1M | ﹤0.01% | 3144 |
|
|
2025
Q1 | $3.59M | Buy |
50,201
+5,501
| +12% | +$419K | ﹤0.01% | 3437 |
|
|
2024
Q4 | $3.38M | Buy |
44,700
+23,306
| +109% | +$1.78M | ﹤0.01% | 3735 |
|
|
2024
Q3 | $1.56M | Buy |
21,394
+5,055
| +31% | +$351K | ﹤0.01% | 4191 |
|
|
2024
Q2 | $1.11M | Sell |
16,339
-32,894
| -67% | -$2.24M | ﹤0.01% | 4208 |
|
|
2024
Q1 | $3.48M | Buy |
49,233
+843
| +2% | +$56.1K | ﹤0.01% | 3405 |
|
|
2023
Q4 | $3.12M | Buy |
+48,390
| New | +$2.84M | ﹤0.01% | 3484 |
|
|
2022
Q3 | – | Sell |
-1,200
| Closed | -$62K | – | 6643 |
|
|
2022
Q2 | $62K | Hold |
1,200
| – | – | ﹤0.01% | 5596 |
|
|
2022
Q1 | $77K | Hold |
1,200
| – | – | ﹤0.01% | 5619 |
|
|
2021
Q4 | $88K | Hold |
1,200
| – | – | ﹤0.01% | 5738 |
|
|
2021
Q3 | $83K | Hold |
1,200
| – | – | ﹤0.01% | 5663 |
|
|
2021
Q2 | $83K | Hold |
1,200
| – | – | ﹤0.01% | 5603 |
|
|
2021
Q1 | $76K | Hold |
1,200
| – | – | ﹤0.01% | 5453 |
|
|
2020
Q4 | $76K | Hold |
1,200
| – | – | ﹤0.01% | 5059 |
|
|
2020
Q3 | $64K | Hold |
1,200
| – | – | ﹤0.01% | 4868 |
|
|
2020
Q2 | $59K | Hold |
1,200
| – | – | ﹤0.01% | 4783 |
|
|
2020
Q1 | $44K | Hold |
1,200
| – | – | ﹤0.01% | 4763 |
|
|
2019
Q4 | $53K | Hold |
1,200
| – | – | ﹤0.01% | 5110 |
|
|
2019
Q3 | $49K | Hold |
1,200
| – | – | ﹤0.01% | 5184 |
|
|
2019
Q2 | $50K | Hold |
1,200
| – | – | ﹤0.01% | 5165 |
|
|
2019
Q1 | $47K | Sell |
1,200
-990
| -45% | -$36.4K | ﹤0.01% | 5160 |
|
|
2018
Q4 | $71K | Sell |
2,190
-12,198
| -85% | -$425K | ﹤0.01% | 4972 |
|
|
2018
Q3 | $565K | Hold |
14,388
| – | – | ﹤0.01% | 4224 |
|
|
2018
Q2 | $525K | Buy |
14,388
+13,188
| +1,099% | +$472K | ﹤0.01% | 4148 |
|
|
2018
Q1 | $42K | Hold |
1,200
| – | – | ﹤0.01% | 4876 |
|
|
2017
Q4 | $40K | Hold |
1,200
| – | – | ﹤0.01% | 4959 |
|
|
2017
Q3 | $38K | Hold |
1,200
| – | – | ﹤0.01% | 4522 |
|
|
2017
Q2 | $37K | Hold |
1,200
| – | – | ﹤0.01% | 4409 |
|
|
2017
Q1 | $35K | Hold |
1,200
| – | – | ﹤0.01% | 4610 |
|
|
2016
Q4 | $32K | Hold |
1,200
| – | – | ﹤0.01% | 4618 |
|
|
2016
Q3 | $33K | Hold |
1,200
| – | – | ﹤0.01% | 4102 |
|
|
2016
Q2 | $31K | Hold |
1,200
| – | – | ﹤0.01% | 4144 |
|
|
2016
Q1 | $30K | Hold |
1,200
| – | – | ﹤0.01% | 4007 |
|
|
2015
Q4 | $31K | Buy |
+1,200
| New | +$31.2K | ﹤0.01% | 4002 |
|
Other funds holding IMCG
VIA
