MSA
Marino Stram & Associates’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.93M | Buy |
49,020
+8,008
| +20% | +$642K | 0.79% | 20 |
|
|
2025
Q1 | $2.93M | Buy |
41,012
+10,792
| +36% | +$771K | 0.65% | 27 |
|
|
2024
Q4 | $2.28M | Buy |
30,220
+3,414
| +13% | +$258K | 0.51% | 35 |
|
|
2024
Q3 | $1.96M | Buy |
26,806
+551
| +2% | +$40.2K | 0.44% | 40 |
|
|
2024
Q2 | $1.78M | Buy |
26,255
+329
| +1% | +$22.3K | 0.43% | 41 |
|
|
2024
Q1 | $1.83M | Buy |
25,926
+825
| +3% | +$58.3K | 0.43% | 40 |
|
|
2023
Q4 | $1.62M | Buy |
25,101
+283
| +1% | +$18.2K | 0.42% | 42 |
|
|
2023
Q3 | $1.42M | Buy |
24,818
+3,196
| +15% | +$183K | 0.42% | 42 |
|
|
2023
Q2 | $1.32M | Buy |
21,622
+4,236
| +24% | +$258K | 0.37% | 42 |
|
|
2023
Q1 | $1M | Sell |
17,386
-518
| -3% | -$29.8K | 0.3% | 55 |
|
|
2022
Q4 | $965K | Buy |
17,904
+3,851
| +27% | +$207K | 0.3% | 54 |
|
|
2022
Q3 | $708K | Buy |
14,053
+1,103
| +9% | +$55.6K | 0.26% | 64 |
|
|
2022
Q2 | $673K | Buy |
12,950
+4,728
| +58% | +$246K | 0.23% | 71 |
|
|
2022
Q1 | $529K | Buy |
+8,222
| New | +$529K | 0.17% | 95 |
|