VA
Valmark Advisers’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $209K | Buy |
+2,608
| New | +$209K | ﹤0.01% | 624 |
|
|
2024
Q4 | – | Sell |
-5,627
| Closed | -$411K | – | 608 |
|
|
2024
Q3 | $411K | Buy |
+5,627
| New | +$411K | 0.01% | 452 |
|
|
2022
Q2 | – | Sell |
-12,375
| Closed | -$795K | – | 418 |
|
|
2022
Q1 | $795K | Buy |
+12,375
| New | +$795K | 0.01% | 234 |
|
|
2021
Q3 | – | Sell |
-17,687
| Closed | -$1.22M | – | 396 |
|
|
2021
Q2 | $1.22M | Buy |
17,687
+14,513
| +457% | +$999K | 0.02% | 164 |
|
|
2021
Q1 | $1.2M | Buy |
3,174
+2,425
| +324% | +$917K | 0.02% | 160 |
|
|
2020
Q4 | $286K | Sell |
749
-5,505
| -88% | -$2.1M | 0.01% | 299 |
|
|
2020
Q3 | $2M | Buy |
6,254
+24
| +0.4% | +$7.69K | 0.05% | 87 |
|
|
2020
Q2 | $1.83M | Buy |
+6,230
| New | +$1.83M | 0.04% | 84 |
|