Richwood 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 | $301K | Hold |
3,750
| – | – | 0.25% | 81 |
|
|
2025
Q1 | $268K | Hold |
3,750
| – | – | 0.23% | 87 |
|
|
2024
Q4 | $283K | Sell |
3,750
-270
| -7% | -$20.4K | 0.24% | 85 |
|
|
2024
Q3 | $293K | Hold |
4,020
| – | – | 0.24% | 84 |
|
|
2024
Q2 | $272K | Sell |
4,020
-135
| -3% | -$9.15K | 0.24% | 85 |
|
|
2024
Q1 | $294K | Hold |
4,155
| – | – | 0.26% | 84 |
|
|
2023
Q4 | $268K | Hold |
4,155
| – | – | 0.25% | 87 |
|
|
2023
Q3 | $237K | Sell |
4,155
-225
| -5% | -$12.9K | 0.24% | 92 |
|
|
2023
Q2 | $267K | Hold |
4,380
| – | – | 0.26% | 90 |
|
|
2023
Q1 | $252K | Hold |
4,380
| – | – | 0.25% | 95 |
|
|
2022
Q4 | $236K | Hold |
4,380
| – | – | 0.24% | 97 |
|
|
2022
Q3 | $221K | Sell |
4,380
-600
| -12% | -$30.3K | 0.24% | 98 |
|
|
2022
Q2 | $259K | Hold |
4,980
| – | – | 0.26% | 95 |
|
|
2022
Q1 | $320K | Hold |
4,980
| – | – | 0.29% | 89 |
|
|
2021
Q4 | $365K | Buy |
+4,980
| New | +$365K | 0.32% | 75 |
|