TAGStone Capital’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 | $301K | Buy |
3,746
+4
| +0.1% | +$321 | 0.12% | 92 |
|
|
2025
Q1 | $267K | Buy |
3,742
+83
| +2% | +$5.92K | 0.13% | 83 |
|
|
2024
Q4 | $276K | Buy |
3,659
+5
| +0.1% | +$377 | 0.14% | 75 |
|
|
2024
Q3 | $267K | Buy |
3,654
+22
| +0.6% | +$1.61K | 0.14% | 77 |
|
|
2024
Q2 | $246K | Buy |
3,632
+3
| +0.1% | +$203 | 0.14% | 79 |
|
|
2024
Q1 | $256K | Buy |
3,629
+98
| +3% | +$6.91K | 0.15% | 76 |
|
|
2023
Q4 | $228K | Buy |
+3,531
| New | +$228K | 0.15% | 77 |
|