Sigma Planning Corp’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 | $10.4M | Sell |
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|
2025
Q2 | $10.6M | Buy |
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|
2025
Q1 | $9.2M | Sell |
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|
2024
Q4 | $9.95M | Buy |
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|
2024
Q3 | $8.66M | Buy |
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|
2024
Q2 | $6.03M | Buy |
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|
2024
Q1 | $6.11M | Buy |
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|
2023
Q4 | $2.46M | Sell |
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|
2023
Q3 | $4.6M | Buy |
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|
2023
Q2 | $4.14M | Buy |
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|
2023
Q1 | $2.93M | Buy |
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|
2022
Q4 | $1.38M | Buy |
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|
2022
Q3 | $614K | Sell |
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|
2022
Q2 | $1M | Buy |
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|
2022
Q1 | $1.23M | Buy |
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|
2021
Q4 | $849K | Sell |
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|
2021
Q3 | $813K | Sell |
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|
2021
Q2 | $818K | Sell |
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|
2021
Q1 | $5.33M | Sell |
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|
2020
Q4 | $6.87M | Buy |
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|
2020
Q3 | $3.86M | Buy |
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|
2020
Q2 | $1.86M | Buy |
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|
2020
Q1 | $321K | Sell |
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|
2019
Q4 | $448K | Hold |
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|
2019
Q3 | $415K | Sell |
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|
2019
Q2 | $429K | Sell |
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|
2019
Q1 | $411K | Hold |
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|
2018
Q4 | $339K | Sell |
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|
2018
Q3 | $415K | Buy |
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|
2018
Q2 | $377K | Buy |
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|
2018
Q1 | $355K | Hold |
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|
2017
Q4 | $343K | Sell |
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|
2017
Q3 | $369K | Sell |
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|
2017
Q2 | $370K | Hold |
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|
2017
Q1 | $352K | Hold |
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|
2016
Q4 | $328K | Sell |
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|
2016
Q3 | $562K | Buy |
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|
2016
Q2 | $511K | Sell |
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|
2016
Q1 | $540K | Hold |
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|
2015
Q4 | $548K | Hold |
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|
2015
Q3 | $531K | Sell |
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|
2015
Q2 | $601K | Hold |
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|
2015
Q1 | $610K | Sell |
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|
2014
Q4 | $589K | Buy |
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