Sunbelt Securities’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 | $83K | Buy |
+1,098
| New | +$83K | 0.01% | 814 |
|
|
2025
Q1 | – | Sell |
-1,098
| Closed | -$83.1K | – | 1852 |
|
|
2024
Q4 | $83.1K | Hold |
1,098
| – | – | 0.01% | 812 |
|
|
2024
Q3 | $80.1K | Hold |
1,098
| – | – | 0.01% | 821 |
|
|
2024
Q2 | $74.4K | Hold |
1,098
| – | – | 0.01% | 803 |
|
|
2024
Q1 | $77.6K | Buy |
1,098
+824
| +301% | +$58.2K | 0.01% | 775 |
|
|
2023
Q4 | $17.7K | Hold |
274
| – | – | ﹤0.01% | 1055 |
|
|
2023
Q3 | $15.7K | Hold |
274
| – | – | ﹤0.01% | 1066 |
|
|
2023
Q2 | $16.7K | Buy |
274
+33
| +14% | +$2.01K | ﹤0.01% | 1063 |
|
|
2023
Q1 | $13.6K | Buy |
+241
| New | +$13.6K | ﹤0.01% | 1047 |
|