Westside Investment Management’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $434K | Hold |
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|
2025
Q2 | $421K | Hold |
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|
2025
Q1 | $376K | Sell |
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|
2024
Q4 | $532K | Sell |
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|
2024
Q3 | $515K | Hold |
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|
2024
Q2 | $496K | Buy |
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|
2024
Q1 | $495K | Buy |
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|
2023
Q4 | $204K | Hold |
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|
2023
Q3 | $181K | Hold |
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|
2023
Q2 | $193K | Hold |
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|
2023
Q1 | $182K | Buy |
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|
2022
Q4 | $161 | Hold |
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|
2022
Q3 | $151 | Hold |
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|
2022
Q2 | $155 | Hold |
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|
2022
Q1 | $192 | Hold |
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|
2021
Q4 | $219 | Hold |
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|
2021
Q3 | $206 | Hold |
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|
2021
Q2 | $206 | Hold |
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|
2021
Q1 | $189 | Hold |
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|
2020
Q4 | $191 | Hold |
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|
2020
Q3 | $160 | Hold |
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|
2020
Q2 | $146 | Hold |
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|
2020
Q1 | $109 | Buy |
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|
2019
Q2 | $125 | Buy |
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