Kingsview Wealth Management’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 | $2.42M | Buy |
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|
2025
Q2 | $2.34M | Sell |
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|
2025
Q1 | $2.16M | Buy |
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|
2024
Q4 | $2.18M | Sell |
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|
2024
Q3 | $5.34M | Buy |
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|
2024
Q2 | $4.67M | Buy |
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|
2024
Q1 | $1.37M | Buy |
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|
2023
Q4 | $969K | Buy |
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|
2023
Q3 | $582K | Buy |
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|
2023
Q2 | $442K | Buy |
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|
2023
Q1 | $241K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $703K | Sell |
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|
2021
Q4 | $881K | Sell |
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|
2021
Q3 | $836K | Buy |
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|
2021
Q2 | $794K | Buy |
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|
2021
Q1 | $233K | Buy |
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