Mutual Advisors’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $687K | Sell |
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|
2025
Q1 | $593K | Sell |
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|
2024
Q4 | $697K | Buy |
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|
2024
Q3 | $598K | Sell |
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|
2024
Q2 | $583K | Sell |
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|
2024
Q1 | $611K | Buy |
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|
2023
Q4 | $553K | Sell |
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|
2023
Q3 | $496K | Buy |
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|
2023
Q2 | $499K | Buy |
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|
2023
Q1 | $403K | Sell |
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|
2022
Q4 | $390K | Buy |
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|
2022
Q3 | $333K | Buy |
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|
2022
Q2 | $333K | Sell |
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|
2022
Q1 | $457K | Buy |
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