Steele Capital Management, Inc. Ishare Morningstar Mid Cap Gro Transaction History

Steele Capital Management, Inc.

$2.08 Trillion
Q2 2025

A detailed history of Steele Capital Management, Inc. transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Steele Capital Management, Inc. holds 186,218 shares of IMCG stock, worth $15.1 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares

186,218

Previous 183,907 1.26%

Holding current value

$15.1 Million

Previous $13.1 Billion 13.73%

% of portfolio

0.72%

Previous 0.68%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	BUY	$63.36 - $80.23 $146,424 - $185,411	2,311 Added 1.26%	186,218 $14.9 Billion
Q1 2025 Apr 16, 2025	SELL	$69.69 - $79.99 $39,374 - $45,194	-565 Reduced 0.31%	183,907 $13.1 Billion
Q4 2024 Jan 31, 2025	SELL	$72.18 - $81.41 $112,745 - $127,162	-1,562 Reduced 0.84%	184,472 $13.9 Billion
Q3 2024 Nov 08, 2024	BUY	$65.15 - $72.97 $1.45 Million - $1.62 Million	22,222 Added 13.57%	186,034 $13.6 Billion
Q2 2024 Jul 16, 2024	SELL	$65.46 - $70.15 $108,336 - $116,098	-1,655 Reduced 1.0%	163,812 $11.1 Billion
Q1 2024 Apr 18, 2024	SELL	$62.4 - $70.68 $258,398 - $292,685	-4,141 Reduced 2.44%	165,467 $11.7 Billion
Q4 2023 Feb 05, 2024	BUY	$53.24 - $64.9 $9.03 Million - $11 Million	169,608 New	169,608 $10.9 Billion

Others Institutions Holding IMCG

# of Institutions

398

Shares Held

22.2M

Call Options Held

Put Options Held

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About ISHARE MORNINGSTAR MID CAP GRO

Ticker IMCG
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Steele Capital Management, Inc. Ishare Morningstar Mid Cap Gro Transaction History