Lloyd Advisory Services’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 | – | Sell |
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|
2025
Q2 | $1.45M | Sell |
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|
2025
Q1 | $1.38M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $63K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $0 | Hold |
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|
2021
Q2 | $0 | Sell |
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|
2021
Q1 | $1K | Sell |
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|
2020
Q4 | $2.45M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $364K | Buy |
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