Kestra Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.87M | Sell |
|
|||||
|
2025
Q2 | $4.89M | Buy |
|
|||||
|
2025
Q1 | $1.58M | Sell |
|
|||||
|
2024
Q4 | $1.86M | Sell |
|
|||||
|
2024
Q3 | $1.83M | Sell |
|
|||||
|
2024
Q2 | $1.81M | Buy |
|
|||||
|
2024
Q1 | $1.95M | Buy |
|
|||||
|
2023
Q4 | $1.54M | Buy |
|
|||||
|
2023
Q3 | $1.36M | Buy |
|
|||||
|
2023
Q2 | $1.15M | Sell |
|
|||||
|
2023
Q1 | $2.55M | Buy |
|
|||||
|
2022
Q4 | $1.25M | Sell |
|
|||||
|
2022
Q3 | $1.46M | Sell |
|
|||||
|
2022
Q2 | $3.84M | Sell |
|
|||||
|
2022
Q1 | $6.23M | Sell |
|
|||||
|
2021
Q4 | $11.4M | Buy |
|
|||||
|
2021
Q3 | $8.14M | Buy |
|
|||||
|
2021
Q2 | $8.1M | Sell |
|
|||||
|
2021
Q1 | $11.2M | Buy |
|
|||||
|
2020
Q4 | $7.67M | Sell |
|
|||||
|
2020
Q3 | $6.63M | Buy |
|