Lincoln National Corp’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-33,398
| Closed | -$2.36M | – | 575 |
|
|
2024
Q1 | $2.36M | Buy |
33,398
+3,424
| +11% | +$242K | 0.04% | 298 |
|
|
2023
Q4 | $1.93M | Buy |
29,974
+25,040
| +507% | +$1.61M | 0.03% | 294 |
|
|
2023
Q3 | $282K | Buy |
4,934
+325
| +7% | +$18.6K | 0.01% | 816 |
|
|
2023
Q2 | $281K | Sell |
4,609
-10,356
| -69% | -$631K | 0.01% | 822 |
|
|
2023
Q1 | $861K | Buy |
14,965
+9
| +0.1% | +$518 | 0.02% | 426 |
|
|
2022
Q4 | $806K | Buy |
14,956
+9,377
| +168% | +$505K | 0.02% | 402 |
|
|
2022
Q3 | $281K | Buy |
5,579
+108
| +2% | +$5.44K | 0.01% | 684 |
|
|
2022
Q2 | $284K | Buy |
5,471
+117
| +2% | +$6.07K | 0.01% | 679 |
|
|
2022
Q1 | $344K | Buy |
5,354
+1,090
| +26% | +$70K | 0.01% | 676 |
|
|
2021
Q4 | $313K | Buy |
+4,264
| New | +$313K | 0.01% | 690 |
|