OneDigital Investment 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 | $1.18M | Sell |
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|
2025
Q2 | $1.22M | Buy |
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|
2025
Q1 | $975K | Buy |
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|
2024
Q4 | $237K | Buy |
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|
2024
Q3 | $229K | Hold |
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|
2024
Q2 | $212K | Buy |
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|
2024
Q1 | $221K | Hold |
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|
2023
Q4 | $202K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $897K | Sell |
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|
2020
Q4 | $1.15M | Sell |
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|
2020
Q3 | $1.15M | Buy |
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|
2020
Q2 | $448K | Buy |
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