A detailed history of Elevation Capital Advisory, LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Elevation Capital Advisory, LLC holds 93,437 shares of IMCG stock, worth $7.48 Million. This represents 3.09% of its overall portfolio holdings.

Number of Shares
93,437
Previous 4,913 1801.83%
Holding current value
$7.48 Million
Previous $394 Million 1861.09%
% of portfolio
3.09%
Previous 0.16%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025

BUY
$79.89 - $83.25 $7.07 Million - $7.37 Million
88,524 Added 1801.83%
93,437 $7.73 Billion
Q2 2025

Jul 29, 2025

SELL
$63.36 - $80.23 $7.44 Million - $9.41 Million
-117,347 Reduced 95.98%
4,913 $394 Million
Q1 2025

May 12, 2025

BUY
$69.69 - $79.99 $8.52 Million - $9.78 Million
122,260 New
122,260 $8.73 Billion
Q3 2024

Nov 04, 2024

BUY
$65.15 - $72.97 $8.4 Million - $9.41 Million
128,942 New
128,942 $9.41 Billion

Others Institutions Holding IMCG

About ISHARE MORNINGSTAR MID CAP GRO


  • Ticker IMCG
  • Sector ETFs
  • Industry ETFs
More about IMCG
Track This Portfolio

Track Elevation Capital Advisory, LLC Portfolio

Follow Elevation Capital Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Elevation Capital Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Elevation Capital Advisory, LLC with notifications on news.