LRI Investments’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 | $2.39M | Hold |
29,730
| – | – | 0.2% | 48 |
|
|
2025
Q1 | $2.12M | Hold |
29,730
| – | – | 0.21% | 51 |
|
|
2024
Q4 | $2.25M | Hold |
29,730
| – | – | 0.22% | 40 |
|
|
2024
Q3 | $2.3M | Hold |
29,730
| – | – | 0.22% | 39 |
|
|
2024
Q2 | $2.01M | Sell |
29,730
-210
| -0.7% | -$14.2K | 0.23% | 37 |
|
|
2024
Q1 | $2.12M | Buy |
+29,940
| New | +$2.12M | 0.53% | 28 |
|