Roman Butler Fullerton & Co’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 | $244K | Sell |
2,954
-788
| -21% | -$65.2K | 0.07% | 220 |
|
|
2025
Q1 | $258K | Buy |
3,742
+705
| +23% | +$48.5K | 0.1% | 184 |
|
|
2024
Q4 | $239K | Sell |
3,037
-229
| -7% | -$18K | 0.08% | 207 |
|
|
2024
Q3 | $243K | Sell |
3,266
-345
| -10% | -$25.6K | 0.07% | 221 |
|
|
2024
Q2 | $245K | Buy |
3,611
+149
| +4% | +$10.1K | 0.08% | 202 |
|
|
2024
Q1 | $228K | Buy |
3,462
+3,114
| +895% | +$205K | 0.09% | 197 |
|
|
2023
Q4 | $223K | Buy |
+348
| New | +$223K | 0.09% | 194 |
|