JPMorgan Chase & Co’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 | $5.11M | Buy |
63,701
+13,500
| +27% | +$1.08M | ﹤0.01% | 2686 |
|
2025
Q1 | $3.59M | Buy |
50,201
+5,501
| +12% | +$393K | ﹤0.01% | 2889 |
|
2024
Q4 | $3.38M | Buy |
44,700
+23,306
| +109% | +$1.76M | ﹤0.01% | 3057 |
|
2024
Q3 | $1.56M | Buy |
21,394
+5,055
| +31% | +$369K | ﹤0.01% | 3414 |
|
2024
Q2 | $1.11M | Sell |
16,339
-32,894
| -67% | -$2.23M | ﹤0.01% | 3452 |
|
2024
Q1 | $3.48M | Buy |
49,233
+843
| +2% | +$59.6K | ﹤0.01% | 2799 |
|
2023
Q4 | $3.12M | Buy |
+48,390
| New | +$3.12M | ﹤0.01% | 2857 |
|
2022
Q3 | – | Sell |
-1,200
| Closed | -$62K | – | 5658 |
|
2022
Q2 | $62K | Hold |
1,200
| – | – | ﹤0.01% | 4795 |
|
2022
Q1 | $77K | Hold |
1,200
| – | – | ﹤0.01% | 4848 |
|
2021
Q4 | $88K | Hold |
1,200
| – | – | ﹤0.01% | 4880 |
|
2021
Q3 | $83K | Hold |
1,200
| – | – | ﹤0.01% | 4801 |
|
2021
Q2 | $83K | Hold |
1,200
| – | – | ﹤0.01% | 4823 |
|
2021
Q1 | $76K | Hold |
1,200
| – | – | ﹤0.01% | 4723 |
|
2020
Q4 | $76K | Hold |
1,200
| – | – | ﹤0.01% | 4360 |
|
2020
Q3 | $64K | Hold |
1,200
| – | – | ﹤0.01% | 4216 |
|
2020
Q2 | $59K | Hold |
1,200
| – | – | ﹤0.01% | 4168 |
|
2020
Q1 | $44K | Hold |
1,200
| – | – | ﹤0.01% | 4175 |
|
2019
Q4 | $53K | Hold |
1,200
| – | – | ﹤0.01% | 4221 |
|
2019
Q3 | $49K | Hold |
1,200
| – | – | ﹤0.01% | 4263 |
|
2019
Q2 | $50K | Hold |
1,200
| – | – | ﹤0.01% | 4248 |
|
2019
Q1 | $47K | Sell |
1,200
-990
| -45% | -$38.8K | ﹤0.01% | 4263 |
|
2018
Q4 | $71K | Sell |
2,190
-12,198
| -85% | -$395K | ﹤0.01% | 4162 |
|
2018
Q3 | $565K | Hold |
14,388
| – | – | ﹤0.01% | 3444 |
|
2018
Q2 | $525K | Buy |
14,388
+13,188
| +1,099% | +$481K | ﹤0.01% | 3425 |
|
2018
Q1 | $42K | Hold |
1,200
| – | – | ﹤0.01% | 4209 |
|
2017
Q4 | $40K | Hold |
1,200
| – | – | ﹤0.01% | 4194 |
|
2017
Q3 | $38K | Hold |
1,200
| – | – | ﹤0.01% | 3854 |
|
2017
Q2 | $37K | Hold |
1,200
| – | – | ﹤0.01% | 3802 |
|
2017
Q1 | $35K | Hold |
1,200
| – | – | ﹤0.01% | 4006 |
|
2016
Q4 | $32K | Hold |
1,200
| – | – | ﹤0.01% | 4086 |
|
2016
Q3 | $33K | Hold |
1,200
| – | – | ﹤0.01% | 3659 |
|
2016
Q2 | $31K | Hold |
1,200
| – | – | ﹤0.01% | 3633 |
|
2016
Q1 | $30K | Hold |
1,200
| – | – | ﹤0.01% | 3521 |
|
2015
Q4 | $31K | Buy |
+1,200
| New | +$31K | ﹤0.01% | 3437 |
|