LongView Wealth Management’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 | $296K | Buy |
+3,684
| New | +$296K | 0.09% | 169 |
|
|
2025
Q1 | – | Sell |
-7,603
| Closed | -$574K | – | 207 |
|
|
2024
Q4 | $574K | Buy |
7,603
+288
| +4% | +$21.8K | 0.18% | 107 |
|
|
2024
Q3 | $534K | Buy |
7,315
+702
| +11% | +$51.2K | 0.17% | 104 |
|
|
2024
Q2 | $448K | Buy |
6,613
+306
| +5% | +$20.7K | 0.17% | 107 |
|
|
2024
Q1 | $446K | Sell |
6,307
-31
| -0.5% | -$2.19K | 0.18% | 113 |
|
|
2023
Q4 | $402K | Buy |
+6,338
| New | +$402K | 0.18% | 112 |
|