Steele Capital 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 | $14.9M | Buy |
186,218
+2,311
| +1% | +$185K | 0.72% | 30 |
|
|
2025
Q1 | $13.1M | Sell |
183,907
-565
| -0.3% | -$40.4K | 0.68% | 29 |
|
|
2024
Q4 | $13.9M | Sell |
184,472
-1,562
| -0.8% | -$118K | 0.73% | 31 |
|
|
2024
Q3 | $13.6M | Buy |
186,034
+22,222
| +14% | +$1.63M | 0.71% | 30 |
|
|
2024
Q2 | $11.1M | Sell |
163,812
-1,655
| -1% | -$112K | 0.62% | 31 |
|
|
2024
Q1 | $11.7M | Sell |
165,467
-4,141
| -2% | -$293K | 0.67% | 30 |
|
|
2023
Q4 | $10.9M | Buy |
+169,608
| New | +$10.9M | 0.71% | 28 |
|