SMI Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,219
| Closed | -$332K | – | 61 |
|
|
2023
Q4 | $332K | Hold |
5,219
| – | – | 0.08% | 38 |
|
|
2023
Q3 | $296K | Buy |
+5,219
| New | +$296K | 0.11% | 38 |
|
|
2023
Q1 | $378K | Sell |
7,014
-3,712
| -35% | -$200K | 0.13% | 34 |
|
|
2022
Q4 | $540K | Hold |
10,726
| – | – | 0.18% | 31 |
|
|
2022
Q3 | $540K | Sell |
10,726
-6,761
| -39% | -$340K | 0.18% | 31 |
|
|
2022
Q2 | $908K | Buy |
+17,487
| New | +$908K | 0.32% | 20 |
|