Regal Investment Advisors’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 | $1.05M | Buy |
13,037
+5,579
| +75% | +$448K | 0.08% | 226 |
|
|
2025
Q1 | $533K | Buy |
7,458
+169
| +2% | +$12.1K | 0.04% | 317 |
|
|
2024
Q4 | $551K | Buy |
7,289
+619
| +9% | +$46.8K | 0.04% | 308 |
|
|
2024
Q3 | $487K | Sell |
6,670
-827
| -11% | -$60.3K | 0.03% | 360 |
|
|
2024
Q2 | $508K | Buy |
7,497
+2,239
| +43% | +$152K | 0.03% | 356 |
|
|
2024
Q1 | $372K | Sell |
5,258
-363
| -6% | -$25.7K | 0.03% | 413 |
|
|
2023
Q4 | $362K | Sell |
5,621
-581
| -9% | -$37.4K | 0.03% | 383 |
|
|
2023
Q3 | $354K | Buy |
6,202
+802
| +15% | +$45.8K | 0.03% | 357 |
|
|
2023
Q2 | $329K | Buy |
5,400
+621
| +13% | +$37.8K | 0.03% | 378 |
|
|
2023
Q1 | $275K | Sell |
4,779
-865
| -15% | -$49.8K | 0.02% | 417 |
|
|
2022
Q4 | $304K | Buy |
5,644
+1,560
| +38% | +$84.1K | 0.03% | 372 |
|
|
2022
Q3 | $206K | Buy |
+4,084
| New | +$206K | 0.02% | 438 |
|
|
2022
Q2 | – | Sell |
-3,839
| Closed | -$247K | – | 524 |
|
|
2022
Q1 | $247K | Sell |
3,839
-18,454
| -83% | -$1.19M | 0.02% | 456 |
|
|
2021
Q4 | $1.63M | Buy |
+22,293
| New | +$1.63M | 0.14% | 148 |
|