LexAurum Advisors’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 | $387K | Sell |
4,819
-19
| -0.4% | -$1.52K | 0.06% | 230 |
|
|
2025
Q1 | $346K | Sell |
4,838
-143
| -3% | -$10.2K | 0.07% | 240 |
|
|
2024
Q4 | $376K | Sell |
4,981
-1
| -0% | -$76 | 0.07% | 229 |
|
|
2024
Q3 | $364K | Sell |
4,982
-1,130
| -18% | -$82.5K | 0.08% | 211 |
|
|
2024
Q2 | $414K | Buy |
6,112
+385
| +7% | +$26.1K | 0.1% | 179 |
|
|
2024
Q1 | $405K | Buy |
5,727
+193
| +3% | +$13.6K | 0.1% | 180 |
|
|
2023
Q4 | $357K | Buy |
5,534
+279
| +5% | +$18K | 0.09% | 194 |
|
|
2023
Q3 | $300K | Sell |
5,255
-37
| -0.7% | -$2.11K | 0.09% | 214 |
|
|
2023
Q2 | $322K | Buy |
5,292
+102
| +2% | +$6.22K | 0.1% | 187 |
|
|
2023
Q1 | $299K | Buy |
5,190
+81
| +2% | +$4.66K | 0.1% | 192 |
|
|
2022
Q4 | $275K | Buy |
5,109
+198
| +4% | +$10.7K | 0.1% | 195 |
|
|
2022
Q3 | $247K | Buy |
+4,911
| New | +$247K | 0.1% | 201 |
|