Simplicity Solutions’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-459,816
| Closed | -$29.3M | – | 728 |
|
|
2020
Q4 | $29.3M | Buy |
459,816
+438,912
| +2,100% | +$28M | 0.43% | 52 |
|
|
2020
Q3 | $1.12M | Buy |
20,904
+948
| +5% | +$50.7K | 0.02% | 457 |
|
|
2020
Q2 | $975K | Sell |
19,956
-264
| -1% | -$12.9K | 0.02% | 476 |
|
|
2020
Q1 | $735K | Sell |
20,220
-85,572
| -81% | -$3.11M | 0.02% | 413 |
|
|
2019
Q4 | $4.64M | Buy |
+105,792
| New | +$4.64M | 0.14% | 127 |
|