KPP Advisory Services’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 | $1.19M | Buy |
14,877
+6,845
| +85% | +$549K | 0.2% | 113 |
|
|
2025
Q1 | $574K | Sell |
8,032
-177
| -2% | -$12.6K | 0.11% | 157 |
|
|
2024
Q4 | $620K | Sell |
8,209
-151
| -2% | -$11.4K | 0.15% | 126 |
|
|
2024
Q3 | $610K | Buy |
8,360
+1,346
| +19% | +$98.2K | 0.15% | 121 |
|
|
2024
Q2 | $475K | Buy |
7,014
+381
| +6% | +$25.8K | 0.13% | 137 |
|
|
2024
Q1 | $469K | Buy |
+6,633
| New | +$469K | 0.13% | 134 |
|
|
2023
Q4 | – | Sell |
-4,804
| Closed | -$274K | – | 170 |
|
|
2023
Q3 | $274K | Buy |
+4,804
| New | +$274K | 0.09% | 164 |
|