M Holdings Securities’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

M Holdings Securities’s Portfolio IMCG Stock Details IMCG Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell
2023 Q4	$1.92M	Sell
2023 Q3	$1.71M	Buy
2023 Q2	$1.76M	Sell
2023 Q1	$1.73M	Hold
2022 Q4	$1.62M	Buy
2022 Q3	$1.52M	Hold
2022 Q2	$1.56M	Buy
2022 Q1	$1.93M	Buy
2021 Q2	$2.07M	Sell
2021 Q1	$1.89M	Sell
2020 Q4	$4.07M	Sell
2020 Q3	$3.46M	Sell
2020 Q2	$3.58M	Buy
2019 Q2	–	Sell
2019 Q1	$1.17M	Hold
2018 Q4	$963K	Hold
2018 Q3	$1.17M	Hold
2018 Q2	$1.08M	Hold
2018 Q1	$1.04M	Hold
2017 Q4	$1M	Hold
2017 Q3	$940K	Sell
2017 Q2	$937K	Hold
2017 Q1	$891K	Hold
2016 Q4	$830K	Buy
2016 Q3	$807K	Hold
2016 Q2	$773K	Sell
2016 Q1	$1.05M	Hold
2015 Q4	$1.06M	Sell
2015 Q3	$1.13M	Hold
2015 Q2	$1.24M	Hold
2015 Q1	$1.26M	Hold
2014 Q4	$1.18M	Buy
2014 Q3	$832K	Sell
2014 Q2	$1.13M	Hold
2014 Q1	$1.09M	Hold
2013 Q4	$1.07M	Buy