Silver Oak Securities’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 | $785K | Sell |
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|
2025
Q2 | $878K | Sell |
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|
2025
Q1 | $933K | Buy |
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|
2024
Q4 | $837K | Sell |
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|
2024
Q3 | $888K | Buy |
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|
2024
Q2 | $508K | Buy |
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|
2024
Q1 | $492K | Sell |
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|
2023
Q4 | $668K | Buy |
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|
2023
Q3 | $366K | Buy |
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|
2023
Q2 | $349K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $366K | Buy |
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