Rede Wealth’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 | $304K | Hold |
3,786
| – | – | 0.11% | 89 |
|
|
2025
Q1 | $270K | Hold |
3,786
| – | – | 0.1% | 89 |
|
|
2024
Q4 | $286K | Hold |
3,786
| – | – | 0.11% | 87 |
|
|
2024
Q3 | $276K | Hold |
3,786
| – | – | 0.11% | 87 |
|
|
2024
Q2 | $257K | Hold |
3,786
| – | – | 0.24% | 90 |
|
|
2024
Q1 | $268K | Hold |
3,786
| – | – | 0.11% | 86 |
|
|
2023
Q4 | $244K | Sell |
3,786
-150
| -4% | -$9.67K | 0.12% | 86 |
|
|
2023
Q3 | $225K | Sell |
3,936
-1,872
| -32% | -$107K | 0.11% | 77 |
|
|
2023
Q2 | $354K | Hold |
5,808
| – | – | 0.17% | 65 |
|
|
2023
Q1 | $334K | Sell |
5,808
-2,298
| -28% | -$132K | 0.17% | 67 |
|
|
2022
Q4 | $437K | Sell |
8,106
-1,365
| -14% | -$73.5K | 0.23% | 49 |
|
|
2022
Q3 | $477K | Sell |
9,471
-66
| -0.7% | -$3.32K | 0.28% | 45 |
|
|
2022
Q2 | $495K | Sell |
9,537
-13,269
| -58% | -$689K | 0.29% | 47 |
|
|
2022
Q1 | $1.47M | Hold |
22,806
| – | – | 0.69% | 13 |
|
|
2021
Q4 | $1.67M | Sell |
22,806
-511
| -2% | -$37.4K | 0.84% | 13 |
|
|
2021
Q3 | $1.61M | Sell |
23,317
-937
| -4% | -$64.5K | 0.86% | 13 |
|
|
2021
Q2 | $1.67M | Buy |
24,254
+182
| +0.8% | +$12.5K | 0.89% | 14 |
|
|
2021
Q1 | $1.52M | Buy |
24,072
+972
| +4% | +$61.3K | 0.88% | 15 |
|
|
2020
Q4 | $1.47M | Buy |
+23,100
| New | +$1.47M | 1% | 14 |
|