Raymond James Financial Services 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $50.8M | Buy |
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|
2024
Q2 | $44.2M | Buy |
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2024
Q1 | $44.1M | Buy |
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|
2023
Q4 | $39.4M | Buy |
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|
2023
Q3 | $34M | Buy |
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|
2023
Q2 | $35.2M | Sell |
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|
2023
Q1 | $37M | Buy |
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|
2022
Q4 | $33.5M | Buy |
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|
2022
Q3 | $27.1M | Buy |
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|
2022
Q2 | $12.6M | Sell |
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|
2022
Q1 | $19.8M | Sell |
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|
2021
Q4 | $22.9M | Sell |
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|
2021
Q3 | $22.4M | Buy |
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|
2021
Q2 | $19.3M | Sell |
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|
2021
Q1 | $97.4M | Buy |
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|
2020
Q4 | $95.8M | Buy |
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|
2020
Q3 | $75.3M | Buy |
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|
2020
Q2 | $54.6M | Buy |
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|
2020
Q1 | $5.33M | Buy |
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|
2019
Q4 | $5.86M | Sell |
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|
2019
Q3 | $49.6M | Buy |
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|
2019
Q2 | $48.6M | Buy |
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|
2019
Q1 | $45M | Buy |
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|
2018
Q4 | $877K | Buy |
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|
2018
Q3 | $949K | Sell |
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|
2018
Q2 | $915K | Buy |
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|
2018
Q1 | $860K | Sell |
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|
2017
Q4 | $921K | Sell |
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|
2017
Q3 | $867K | Sell |
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|
2017
Q2 | $1.01M | Buy |
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|
2017
Q1 | $956K | Buy |
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|
2016
Q4 | $756K | Sell |
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|
2016
Q3 | $786K | Buy |
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|
2016
Q2 | $741K | Sell |
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|
2016
Q1 | $742K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $2.98M | Buy |
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