Nations 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 | $9.06M | Buy |
112,897
+3,960
| +4% | +$318K | 0.62% | 29 |
|
|
2025
Q1 | $7.78M | Buy |
108,937
+8,162
| +8% | +$583K | 0.59% | 34 |
|
|
2024
Q4 | $7.61M | Buy |
100,775
+13,359
| +15% | +$1.01M | 0.56% | 34 |
|
|
2024
Q3 | $6.38M | Buy |
87,416
+16,470
| +23% | +$1.2M | 0.46% | 43 |
|
|
2024
Q2 | $4.81M | Buy |
70,946
+14,822
| +26% | +$1M | 0.39% | 54 |
|
|
2024
Q1 | $3.97M | Buy |
56,124
+11,571
| +26% | +$818K | 0.33% | 68 |
|
|
2023
Q4 | $2.87M | Buy |
44,553
+11,346
| +34% | +$731K | 0.27% | 86 |
|
|
2023
Q3 | $1.9M | Buy |
33,207
+8,963
| +37% | +$512K | 0.19% | 128 |
|
|
2023
Q2 | $1.48M | Buy |
24,244
+10,170
| +72% | +$620K | 0.15% | 165 |
|
|
2023
Q1 | $810K | Buy |
14,074
+7,829
| +125% | +$451K | 0.09% | 262 |
|
|
2022
Q4 | $337K | Buy |
+6,245
| New | +$337K | 0.04% | 446 |
|