TD Private Client Wealth’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 | $204K | Sell |
2,544
-155
| -6% | -$12.4K | 0.01% | 629 |
|
|
2025
Q1 | $193K | Sell |
2,699
-7,830
| -74% | -$559K | 0.01% | 606 |
|
|
2024
Q4 | $795K | Sell |
10,529
-384
| -4% | -$29K | 0.02% | 391 |
|
|
2024
Q3 | $796K | Buy |
10,913
+475
| +5% | +$34.7K | 0.02% | 396 |
|
|
2024
Q2 | $707K | Sell |
10,438
-80
| -0.8% | -$5.42K | 0.02% | 393 |
|
|
2024
Q1 | $743K | Sell |
10,518
-1,195
| -10% | -$84.5K | 0.02% | 390 |
|
|
2023
Q4 | $755K | Buy |
11,713
+3,695
| +46% | +$238K | 0.03% | 374 |
|
|
2023
Q3 | $458K | Buy |
8,018
+670
| +9% | +$38.3K | 0.02% | 426 |
|
|
2023
Q2 | $448K | Buy |
7,348
+476
| +7% | +$29K | 0.02% | 454 |
|
|
2023
Q1 | $396K | Buy |
6,872
+950
| +16% | +$54.7K | 0.02% | 458 |
|
|
2022
Q4 | $319K | Buy |
5,922
+688
| +13% | +$37.1K | 0.02% | 479 |
|
|
2022
Q3 | $264K | Buy |
5,234
+109
| +2% | +$5.49K | 0.01% | 487 |
|
|
2022
Q2 | $266K | Sell |
5,125
-1,421
| -22% | -$73.8K | 0.01% | 487 |
|
|
2022
Q1 | $421K | Sell |
6,546
-1,380
| -17% | -$88.7K | 0.02% | 446 |
|
|
2021
Q4 | $581K | Sell |
7,926
-1,007
| -11% | -$73.8K | 0.02% | 405 |
|
|
2021
Q3 | $615K | Buy |
8,933
+534
| +6% | +$36.8K | 0.03% | 382 |
|
|
2021
Q2 | $579K | Sell |
8,399
-211
| -2% | -$14.5K | 0.02% | 393 |
|
|
2021
Q1 | $543K | Buy |
8,610
+1,122
| +15% | +$70.7K | 0.03% | 381 |
|
|
2020
Q4 | $477K | Buy |
7,488
+3,660
| +96% | +$233K | 0.02% | 386 |
|
|
2020
Q3 | $204K | Buy |
+3,828
| New | +$204K | 0.01% | 455 |
|