Orion Portfolio Solutions’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
Q1 | $249K | Hold |
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|
2024
Q4 | $263K | Hold |
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|
2024
Q3 | $254K | Hold |
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|
2024
Q2 | $236K | Hold |
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|
2024
Q1 | $246K | Sell |
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|
2023
Q4 | $224K | Sell |
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|
2023
Q3 | $1.07M | Sell |
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|
2023
Q2 | $1.15M | Sell |
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|
2023
Q1 | $1.3M | Buy |
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|
2022
Q4 | $407K | Sell |
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|
2022
Q3 | $472K | Buy |
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|
2022
Q2 | $468K | Sell |
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|
2022
Q1 | $735K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $2K | Buy |
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