NWAM LLC’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 | $4.26M | Buy |
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|
2025
Q2 | $4.26M | Sell |
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|
2025
Q1 | $3.72M | Buy |
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|
2024
Q4 | $3.92M | Buy |
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|
2024
Q3 | $3.77M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $3.54M | Sell |
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|
2023
Q4 | $3.57M | Buy |
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|
2023
Q3 | $1.88M | Buy |
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|
2023
Q2 | $1.77M | Buy |
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|
2023
Q1 | $852K | Buy |
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|
2022
Q4 | $797K | Buy |
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|
2022
Q3 | $713K | Buy |
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|
2022
Q2 | $597K | Buy |
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|
2022
Q1 | $643K | Buy |
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|
2021
Q4 | $589K | Sell |
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|
2021
Q3 | $558K | Sell |
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|
2021
Q2 | $571K | Sell |
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|
2021
Q1 | $527K | Buy |
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|
2020
Q4 | $529K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $405K | Hold |
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|
2020
Q1 | $301 | Buy |
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