AWM
Avior Wealth Management’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $51M | Buy |
635,237
+22,204
| +4% | +$1.78M | 1.76% | 9 |
|
|
2025
Q1 | $43.8M | Buy |
613,033
+55,065
| +10% | +$3.93M | 1.66% | 11 |
|
|
2024
Q4 | $42.1M | Buy |
557,968
+10,058
| +2% | +$760K | 1.54% | 10 |
|
|
2024
Q3 | $40M | Buy |
547,910
+24,367
| +5% | +$1.78M | 1.59% | 9 |
|
|
2024
Q2 | $35.5M | Buy |
523,543
+156,496
| +43% | +$10.6M | 1.53% | 10 |
|
|
2024
Q1 | $25.9M | Buy |
367,047
+189,430
| +107% | +$13.4M | 1.21% | 15 |
|
|
2023
Q4 | $11.4M | Buy |
+177,617
| New | +$11.4M | 0.69% | 31 |
|