Key Financial Inc’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 | $7.7K | Hold |
96
| – | – | ﹤0.01% | 926 |
|
|
2025
Q1 | $6.86K | Hold |
96
| – | – | ﹤0.01% | 919 |
|
|
2024
Q4 | $7.25K | Hold |
96
| – | – | ﹤0.01% | 890 |
|
|
2024
Q3 | $7.01K | Hold |
96
| – | – | ﹤0.01% | 881 |
|
|
2024
Q2 | $6.5K | Hold |
96
| – | – | ﹤0.01% | 887 |
|
|
2024
Q1 | $6.79K | Hold |
96
| – | – | ﹤0.01% | 860 |
|
|
2023
Q4 | $6.19K | Hold |
96
| – | – | ﹤0.01% | 858 |
|
|
2023
Q3 | $5.48K | Hold |
96
| – | – | ﹤0.01% | 877 |
|
|
2023
Q2 | $5.85K | Hold |
96
| – | – | ﹤0.01% | 874 |
|
|
2023
Q1 | $5.53K | Hold |
96
| – | – | ﹤0.01% | 807 |
|
|
2022
Q4 | $4.84K | Hold |
96
| – | – | ﹤0.01% | 798 |
|
|
2022
Q3 | $5K | Hold |
96
| – | – | ﹤0.01% | 789 |
|
|
2022
Q2 | $5K | Hold |
96
| – | – | ﹤0.01% | 792 |
|
|
2022
Q1 | $6K | Hold |
96
| – | – | ﹤0.01% | 746 |
|
|
2021
Q4 | $7K | Hold |
96
| – | – | ﹤0.01% | 652 |
|
|
2021
Q3 | $7K | Hold |
96
| – | – | ﹤0.01% | 651 |
|
|
2021
Q2 | $7K | Hold |
96
| – | – | ﹤0.01% | 639 |
|
|
2021
Q1 | $6K | Hold |
96
| – | – | ﹤0.01% | 564 |
|
|
2020
Q4 | $6K | Buy |
+96
| New | +$6K | ﹤0.01% | 524 |
|
|
2020
Q2 | – | Sell |
-96
| Closed | -$4K | – | 349 |
|
|
2020
Q1 | $4K | Buy |
+96
| New | +$4K | ﹤0.01% | 528 |
|