NewEdge 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
Q3 | $5.46M | Sell |
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|
2025
Q2 | $5.32M | Buy |
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|
2025
Q1 | $2.47M | Sell |
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|
2024
Q4 | $3.09M | Buy |
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|
2024
Q3 | $2.42M | Sell |
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|
2024
Q2 | $2.82M | Buy |
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|
2024
Q1 | $1.97M | Sell |
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|
2023
Q4 | $1.97M | Sell |
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|
2023
Q3 | $1.81M | Buy |
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|
2023
Q2 | $1.88M | Buy |
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|
2023
Q1 | $1.35M | Buy |
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|
2022
Q4 | $382K | Buy |
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|
2022
Q3 | $345K | Buy |
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|
2022
Q2 | $354K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $553K | Buy |
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|
2021
Q3 | $204K | Sell |
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|
2021
Q2 | $796K | Buy |
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|
2021
Q1 | $634K | Sell |
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|
2020
Q4 | $688K | Sell |
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|
2020
Q3 | $618K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $396K | Buy |
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