Aspire Wealth 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
2024
Q3
$156K Buy
2024
Q2
$142K Buy
2024
Q1
$148K Buy
2023
Q4
$135K Sell
2023
Q3
$188K Hold
2023
Q2
$201K Sell
2023
Q1
$192K Buy
2022
Q4
$161K Buy
2022
Q3
$63K Hold
2022
Q2
$65K Buy
2022
Q1
$8K Buy