Richwood 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
Q3 | $310K | Hold |
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|
2025
Q2 | $301K | Hold |
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|
2025
Q1 | $268K | Hold |
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|
2024
Q4 | $283K | Sell |
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|
2024
Q3 | $293K | Hold |
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|
2024
Q2 | $272K | Sell |
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|
2024
Q1 | $294K | Hold |
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|
2023
Q4 | $268K | Hold |
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|
2023
Q3 | $237K | Sell |
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|
2023
Q2 | $267K | Hold |
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|
2023
Q1 | $252K | Hold |
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|
2022
Q4 | $236K | Hold |
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|
2022
Q3 | $221K | Sell |
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|
2022
Q2 | $259K | Hold |
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|
2022
Q1 | $320K | Hold |
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|
2021
Q4 | $365K | Buy |
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