Regal 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
Q2 | $1.05M | Buy |
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|
2025
Q1 | $533K | Buy |
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|
2024
Q4 | $551K | Buy |
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|
2024
Q3 | $487K | Sell |
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|
2024
Q2 | $508K | Buy |
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|
2024
Q1 | $372K | Sell |
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|
2023
Q4 | $362K | Sell |
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|
2023
Q3 | $354K | Buy |
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|
2023
Q2 | $329K | Buy |
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|
2023
Q1 | $275K | Sell |
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|
2022
Q4 | $304K | Buy |
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|
2022
Q3 | $206K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $247K | Sell |
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|
2021
Q4 | $1.63M | Buy |
|