Atomi Financial Group’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
2026 Q1	$671K	Sell	8,522 -817	-9%	-$66.9K	0.02%	589
2025 Q4	$746K	Sell	9,339 -15	-0.2%	-$1.22K	0.02%	523
2025 Q3	$774K	Sell	9,354 -4,495	-32%	-$366K	0.03%	475
2025 Q2	$1.11M	Sell	13,849 -1,070	-7%	-$79.6K	0.04%	311
2025 Q1	$1.07M	Buy	14,919 +1,127	+8%	+$85.9K	0.05%	299
2024 Q4	$1.04M	Buy	13,792 +3,457	+33%	+$265K	0.05%	260
2024 Q3	$754K	Buy	10,335 +4,378	+73%	+$304K	0.05%	312
2024 Q2	$404K	Buy	5,957 +1,168	+24%	+$79.4K	0.03%	456
2024 Q1	$338K	Buy	4,789 +911	+23%	+$60.7K	0.03%	491
2023 Q4	$250K	Sell	3,878 -324	-8%	-$19K	0.03%	473
2023 Q3	$240K	Sell	4,202 -884	-17%	-$53.3K	0.08%	288
2023 Q2	$310K	Buy	5,086 +464	+10%	+$26.6K	0.14%	176
2023 Q1	$266K	Buy	+4,622	New	+$264K	0.15%	168