Steward Partners Investment Advisory’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 | $7.53M | Sell |
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|
2025
Q2 | $7.6M | Buy |
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|
2025
Q1 | $6.34M | Buy |
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|
2024
Q4 | $6.64M | Buy |
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|
2024
Q3 | $6.28M | Sell |
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|
2024
Q2 | $7.44M | Buy |
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|
2024
Q1 | $7.57M | Buy |
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|
2023
Q4 | $6.37M | Buy |
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|
2023
Q3 | $1.19M | Buy |
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|
2023
Q2 | $1.16M | Buy |
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|
2023
Q1 | $1.08M | Sell |
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|
2022
Q4 | $1.02M | Sell |
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|
2022
Q3 | $976K | Sell |
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|
2022
Q2 | $1.1M | Sell |
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|
2022
Q1 | $1.93M | Sell |
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|
2021
Q4 | $2.23M | Buy |
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|
2021
Q3 | $989K | Buy |
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|
2021
Q2 | $709K | Buy |
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|
2021
Q1 | $601K | Buy |
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|
2020
Q4 | $39K | Buy |
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