Srs Capital Advisors, Inc. Ishare Morningstar Mid Cap Gro Transaction History

Srs Capital Advisors, Inc.

$1.95 Billion
Q2 2025

A detailed history of Srs Capital Advisors, Inc. transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Srs Capital Advisors, Inc. holds 255,590 shares of IMCG stock, worth $20.5 Million. This represents 1.05% of its overall portfolio holdings.

Number of Shares

255,590

Previous 185,219 37.99%

Holding current value

$20.5 Million

Previous $13.2 Million 54.99%

% of portfolio

1.05%

Previous 0.9%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	BUY	$63.36 - $80.23 $4.46 Million - $5.65 Million	70,371 Added 37.99%	255,590 $20.5 Million
Q1 2025 May 14, 2025	BUY	$69.69 - $79.99 $1.57 Million - $1.8 Million	22,465 Added 13.8%	185,219 $13.2 Million
Q4 2024 Feb 05, 2025	BUY	$72.18 - $81.41 $11.7 Million - $13.2 Million	162,596 Added 102908.86%	162,754 $12.3 Million
Q3 2024 Nov 06, 2024	BUY	$65.15 - $72.97 $65 - $72	1 Added 0.64%	158 $11,000
Q4 2023 Feb 06, 2024	BUY	$53.24 - $64.9 $53 - $64	1 Added 0.64%	157 $10,000
Q3 2023 Nov 14, 2023	BUY	$56.42 - $63.15 $8,801 - $9,851	156 New	156 $8,000
Q4 2018 Feb 06, 2019	SELL	$30.16 - $38.97 $723 - $935	-24 Closed	0 $0
Q3 2017 Nov 15, 2017	BUY	$31.22 - $31.61 $749 - $758	24	24 $4,000

Others Institutions Holding IMCG

# of Institutions

401

Shares Held

22.7M

Call Options Held

Put Options Held

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About ISHARE MORNINGSTAR MID CAP GRO

Ticker IMCG
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Srs Capital Advisors, Inc. Ishare Morningstar Mid Cap Gro Transaction History