Marmo Financial Group’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 | $8.95M | Buy |
111,569
+1,616
| +1% | +$130K | 4.46% | 8 |
|
|
2025
Q1 | $7.85M | Sell |
109,953
-7,157
| -6% | -$511K | 4.3% | 8 |
|
|
2024
Q4 | $8.84M | Sell |
117,110
-1,938
| -2% | -$146K | 4.78% | 8 |
|
|
2024
Q3 | $8.69M | Sell |
119,048
-88,191
| -43% | -$6.44M | 4.63% | 8 |
|
|
2024
Q2 | $14M | Sell |
207,239
-556
| -0.3% | -$37.7K | 8.49% | 3 |
|
|
2024
Q1 | $14.7M | Buy |
207,795
+8,534
| +4% | +$603K | 8.93% | 3 |
|
|
2023
Q4 | $12.8M | Sell |
199,261
-4,915
| -2% | -$317K | 9.75% | 3 |
|
|
2023
Q3 | $11.7M | Sell |
204,176
-1,441
| -0.7% | -$82.3K | 11.07% | 2 |
|
|
2023
Q2 | $12.5M | Buy |
205,617
+10,537
| +5% | +$642K | 11.33% | 2 |
|
|
2023
Q1 | $11.2M | Buy |
+195,080
| New | +$11.2M | 10.68% | 2 |
|