Raymond James Trust’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
$672K Sell
2024
Q2
$697K Buy
2024
Q1
$591K Sell
2023
Q4
$687K Sell
2023
Q3
$616K Sell
2023
Q2
$658K Hold
2023
Q1
$622K Buy
2022
Q4
$433K Buy
2019
Q3
Sell
2019
Q2
$208K Buy