Oakworth Capital’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 | $33.7K | Hold |
420
| – | – | ﹤0.01% | 391 |
|
|
2025
Q1 | $30K | Hold |
420
| – | – | ﹤0.01% | 419 |
|
|
2024
Q4 | $31.7K | Hold |
420
| – | – | ﹤0.01% | 416 |
|
|
2024
Q3 | $30.6K | Hold |
420
| – | – | ﹤0.01% | 416 |
|
|
2024
Q2 | $28.5K | Hold |
420
| – | – | ﹤0.01% | 411 |
|
|
2024
Q1 | $29.7K | Hold |
420
| – | – | ﹤0.01% | 382 |
|
|
2023
Q4 | $27.1K | Hold |
420
| – | – | ﹤0.01% | 390 |
|
|
2023
Q3 | $24K | Hold |
420
| – | – | ﹤0.01% | 372 |
|
|
2023
Q2 | $25.6K | Hold |
420
| – | – | ﹤0.01% | 365 |
|
|
2023
Q1 | $24.2K | Hold |
420
| – | – | ﹤0.01% | 366 |
|
|
2022
Q4 | $22.6K | Hold |
420
| – | – | ﹤0.01% | 357 |
|
|
2022
Q3 | $21K | Hold |
420
| – | – | ﹤0.01% | 376 |
|
|
2022
Q2 | $22K | Hold |
420
| – | – | ﹤0.01% | 374 |
|
|
2022
Q1 | $27K | Hold |
420
| – | – | ﹤0.01% | 359 |
|
|
2021
Q4 | $31K | Buy |
+420
| New | +$31K | ﹤0.01% | 378 |
|