Larson Financial Group’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 | $331K | Sell |
4,130
-199
| -5% | -$16K | 0.01% | 541 |
|
|
2025
Q1 | $309K | Hold |
4,329
| – | – | 0.01% | 519 |
|
|
2024
Q4 | $327K | Hold |
4,329
| – | – | 0.02% | 456 |
|
|
2024
Q3 | $316K | Buy |
+4,329
| New | +$316K | 0.02% | 453 |
|
|
2022
Q3 | – | Sell |
-49
| Closed | -$3K | – | 1342 |
|
|
2022
Q2 | $3K | Hold |
49
| – | – | ﹤0.01% | 964 |
|
|
2022
Q1 | $3K | Buy |
49
+3
| +7% | +$184 | ﹤0.01% | 863 |
|
|
2021
Q4 | $3K | Sell |
46
-5
| -10% | -$326 | ﹤0.01% | 898 |
|
|
2021
Q3 | $4K | Buy |
51
+13
| +34% | +$1.02K | ﹤0.01% | 718 |
|
|
2021
Q2 | $3K | Buy |
+38
| New | +$3K | ﹤0.01% | 688 |
|