Meristem Family Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,800
| Closed | -$352K | – | 372 |
|
|
2021
Q4 | $352K | Hold |
4,800
| – | – | 0.03% | 278 |
|
|
2021
Q3 | $331K | Hold |
4,800
| – | – | 0.03% | 296 |
|
|
2021
Q2 | $331K | Hold |
4,800
| – | – | 0.05% | 239 |
|
|
2021
Q1 | $303K | Hold |
4,800
| – | – | 0.06% | 179 |
|
|
2020
Q4 | $306K | Hold |
4,800
| – | – | 0.06% | 169 |
|
|
2020
Q3 | $256K | Hold |
4,800
| – | – | 0.07% | 159 |
|
|
2020
Q2 | $235K | Buy |
+4,800
| New | +$235K | 0.06% | 163 |
|
|
2020
Q1 | – | Sell |
-4,800
| Closed | -$210K | – | 201 |
|
|
2019
Q4 | $210K | Buy |
+4,800
| New | +$210K | 0.05% | 183 |
|