Sage Financial Group’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 | $224K | Sell |
2,790
-507
| -15% | -$40.7K | 0.02% | 97 |
|
|
2025
Q1 | $236K | Buy |
3,297
+1
| +0% | +$71 | 0.02% | 96 |
|
|
2024
Q4 | $249K | Hold |
3,296
| – | – | 0.02% | 94 |
|
|
2024
Q3 | $241K | Hold |
3,296
| – | – | 0.02% | 98 |
|
|
2024
Q2 | $223K | Hold |
3,296
| – | – | 0.02% | 100 |
|
|
2024
Q1 | $233K | Hold |
3,296
| – | – | 0.02% | 100 |
|
|
2023
Q4 | $212K | Buy |
+3,296
| New | +$212K | 0.02% | 99 |
|