Kingsview 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.34M | Sell |
29,136
-1,128
| -4% | -$90.5K | 0.04% | 407 |
|
|
2025
Q1 | $2.16M | Buy |
30,264
+1,414
| +5% | +$101K | 0.04% | 376 |
|
|
2024
Q4 | $2.18M | Sell |
28,850
-44,393
| -61% | -$3.35M | 0.04% | 373 |
|
|
2024
Q3 | $5.34M | Buy |
73,243
+4,320
| +6% | +$315K | 0.11% | 193 |
|
|
2024
Q2 | $4.67M | Buy |
68,923
+49,540
| +256% | +$3.36M | 0.11% | 193 |
|
|
2024
Q1 | $1.37M | Buy |
19,383
+4,343
| +29% | +$307K | 0.03% | 422 |
|
|
2023
Q4 | $969K | Buy |
15,040
+4,848
| +48% | +$312K | 0.03% | 477 |
|
|
2023
Q3 | $582K | Buy |
10,192
+2,942
| +41% | +$168K | 0.02% | 575 |
|
|
2023
Q2 | $442K | Buy |
7,250
+3,059
| +73% | +$186K | 0.02% | 630 |
|
|
2023
Q1 | $241K | Buy |
+4,191
| New | +$241K | 0.01% | 783 |
|
|
2022
Q2 | – | Sell |
-10,936
| Closed | -$703K | – | 860 |
|
|
2022
Q1 | $703K | Sell |
10,936
-1,090
| -9% | -$70.1K | 0.03% | 497 |
|
|
2021
Q4 | $881K | Sell |
12,026
-116
| -1% | -$8.5K | 0.04% | 436 |
|
|
2021
Q3 | $836K | Buy |
12,142
+687
| +6% | +$47.3K | 0.04% | 416 |
|
|
2021
Q2 | $794K | Buy |
11,455
+7,813
| +215% | +$542K | 0.04% | 432 |
|
|
2021
Q1 | $233K | Buy |
+3,642
| New | +$233K | 0.01% | 720 |
|