Atria Wealth Solutions’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
2025 Q2	$1.19M	Buy	14,816 +638	+4%	+$47.4K	0.03%	578
2025 Q1	$1.01M	Buy	14,178 +434	+3%	+$33.1K	0.01%	890
2024 Q4	$1.04M	Buy	13,744 +1,080	+9%	+$82.6K	0.01%	913
2024 Q3	$924K	Buy	12,664 +164	+1%	+$11.4K	0.01%	938
2024 Q2	$847K	Sell	12,500 -51,507	-80%	-$3.5M	0.01%	966
2024 Q1	$4.52M	Buy	64,007 +5,798	+10%	+$386K	0.05%	366
2023 Q4	$3.75M	Buy	58,209 +545	+0.9%	+$32K	0.05%	387
2023 Q3	$3.3M	Buy	57,664 +7,232	+14%	+$436K	0.05%	411
2023 Q2	$3.07M	Buy	+50,432	New	+$2.89M	0.04%	437
2023 Q1	–	Sell	-8,339	Closed	-$449K	–	1907
2022 Q4	$449K	Buy	8,339 +1,407	+20%	+$75.8K	0.01%	1138
2022 Q3	$349K	Buy	6,932 +1,939	+39%	+$108K	0.01%	1209
2022 Q2	$259K	Sell	4,993 -4,360	-47%	-$248K	0.01%	1292
2022 Q1	$601K	Buy	+9,353	New	+$602K	0.01%	965