Verde Capital Management’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 | $5.12M | Buy |
63,803
+4,565
| +8% | +$366K | 1.26% | 16 |
|
|
2025
Q1 | $4.23M | Buy |
59,238
+4,090
| +7% | +$292K | 1.2% | 17 |
|
|
2024
Q4 | $4.17M | Buy |
55,148
+4,096
| +8% | +$309K | 1.18% | 17 |
|
|
2024
Q3 | $3.73M | Buy |
51,052
+2,488
| +5% | +$182K | 1.12% | 18 |
|
|
2024
Q2 | $3.29M | Buy |
48,564
+5,767
| +13% | +$391K | 1.04% | 18 |
|
|
2024
Q1 | $3.02M | Buy |
42,797
+8,921
| +26% | +$631K | 1.04% | 18 |
|
|
2023
Q4 | $2.18M | Buy |
33,876
+3,822
| +13% | +$246K | 0.83% | 20 |
|
|
2023
Q3 | $1.72M | Buy |
30,054
+4,116
| +16% | +$235K | 0.67% | 25 |
|
|
2023
Q2 | $1.58M | Buy |
25,938
+3,310
| +15% | +$202K | 0.6% | 25 |
|
|
2023
Q1 | $1.3M | Buy |
22,628
+2,693
| +14% | +$155K | 0.54% | 28 |
|
|
2022
Q4 | $1.07M | Buy |
19,935
+3,944
| +25% | +$213K | 0.51% | 27 |
|
|
2022
Q3 | $806K | Sell |
15,991
-6,160
| -28% | -$310K | 0.39% | 33 |
|
|
2022
Q2 | $1.15M | Sell |
22,151
-20,275
| -48% | -$1.05M | 0.53% | 31 |
|
|
2022
Q1 | $2.73M | Buy |
42,426
+20,178
| +91% | +$1.3M | 1.08% | 19 |
|
|
2021
Q4 | $1.63M | Buy |
+22,248
| New | +$1.63M | 0.62% | 27 |
|