Ridgewood Investments’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 | $685K | Sell |
8,534
-836
| -9% | -$67.1K | 0.3% | 94 |
|
|
2025
Q1 | $669K | Hold |
9,370
| – | – | 0.31% | 95 |
|
|
2024
Q4 | $708K | Sell |
9,370
-346
| -4% | -$26.1K | 0.34% | 87 |
|
|
2024
Q3 | $709K | Buy |
9,716
+45
| +0.5% | +$3.28K | 0.35% | 82 |
|
|
2024
Q2 | $655K | Buy |
9,671
+1,147
| +13% | +$77.7K | 0.33% | 93 |
|
|
2024
Q1 | $602K | Buy |
8,524
+761
| +10% | +$53.8K | 0.32% | 101 |
|
|
2023
Q4 | $500K | Buy |
7,763
+16
| +0.2% | +$1.03K | 0.3% | 107 |
|
|
2023
Q3 | $443K | Sell |
7,747
-1
| -0% | -$57 | 0.29% | 108 |
|
|
2023
Q2 | $472K | Buy |
7,748
+1,323
| +21% | +$80.6K | 0.27% | 107 |
|
|
2023
Q1 | $370K | Buy |
6,425
+490
| +8% | +$28.2K | 0.23% | 118 |
|
|
2022
Q4 | $320K | Buy |
5,935
+876
| +17% | +$47.2K | 0.23% | 137 |
|
|
2022
Q3 | $255K | Buy |
+5,059
| New | +$255K | 0.21% | 137 |
|