Mutual Advisors’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 | $687K | Sell |
8,299
-24
| -0.3% | -$1.99K | 0.02% | 652 |
|
|
2025
Q1 | $593K | Sell |
8,323
-644
| -7% | -$45.9K | 0.02% | 645 |
|
|
2024
Q4 | $697K | Buy |
8,967
+848
| +10% | +$65.9K | 0.02% | 595 |
|
|
2024
Q3 | $598K | Sell |
8,119
-365
| -4% | -$26.9K | 0.02% | 645 |
|
|
2024
Q2 | $583K | Sell |
8,484
-162
| -2% | -$11.1K | 0.02% | 648 |
|
|
2024
Q1 | $611K | Buy |
8,646
+72
| +0.8% | +$5.09K | 0.02% | 626 |
|
|
2023
Q4 | $553K | Sell |
8,574
-110
| -1% | -$7.09K | 0.02% | 627 |
|
|
2023
Q3 | $496K | Buy |
8,684
+500
| +6% | +$28.6K | 0.02% | 624 |
|
|
2023
Q2 | $499K | Buy |
8,184
+1,187
| +17% | +$72.3K | 0.02% | 637 |
|
|
2023
Q1 | $403K | Sell |
6,997
-237
| -3% | -$13.6K | 0.02% | 688 |
|
|
2022
Q4 | $390K | Buy |
7,234
+619
| +9% | +$33.4K | 0.02% | 658 |
|
|
2022
Q3 | $333K | Buy |
6,615
+210
| +3% | +$10.6K | 0.02% | 681 |
|
|
2022
Q2 | $333K | Sell |
6,405
-710
| -10% | -$36.9K | 0.02% | 646 |
|
|
2022
Q1 | $457K | Buy |
+7,115
| New | +$457K | 0.03% | 597 |
|