Spire Wealth Management’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 | $7.3K | Sell |
91
-78
| -46% | -$6.26K | ﹤0.01% | 1826 |
|
|
2025
Q1 | $12.1K | Buy |
169
+75
| +80% | +$5.36K | ﹤0.01% | 1777 |
|
|
2024
Q4 | $7.1K | Hold |
94
| – | – | ﹤0.01% | 1947 |
|
|
2024
Q3 | $6.86K | Buy |
94
+84
| +840% | +$6.13K | ﹤0.01% | 1743 |
|
|
2024
Q2 | $678 | Hold |
10
| – | – | ﹤0.01% | 2167 |
|
|
2024
Q1 | $707 | Hold |
10
| – | – | ﹤0.01% | 2260 |
|
|
2023
Q4 | $639 | Hold |
10
| – | – | ﹤0.01% | 2333 |
|
|
2023
Q3 | $571 | Hold |
10
| – | – | ﹤0.01% | 2337 |
|
|
2023
Q2 | $609 | Hold |
10
| – | – | ﹤0.01% | 2363 |
|
|
2023
Q1 | $576 | Hold |
10
| – | – | ﹤0.01% | 2460 |
|
|
2022
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 2195 |
|
|
2022
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 2086 |
|
|
2022
Q2 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 2521 |
|