Axxcess 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 | $1.37M | Sell |
17,039
-429
| -2% | -$34.4K | 0.03% | 353 |
|
|
2025
Q1 | $1.25M | Buy |
17,468
+587
| +3% | +$41.9K | 0.03% | 343 |
|
|
2024
Q4 | $1.28M | Buy |
16,881
+1,055
| +7% | +$79.7K | 0.03% | 353 |
|
|
2024
Q3 | $1.15M | Buy |
15,826
+919
| +6% | +$67.1K | 0.03% | 364 |
|
|
2024
Q2 | $1.01M | Buy |
14,907
+1,383
| +10% | +$93.7K | 0.03% | 371 |
|
|
2024
Q1 | $956K | Buy |
13,524
+821
| +6% | +$58K | 0.03% | 380 |
|
|
2023
Q4 | $819K | Buy |
12,703
+776
| +7% | +$50K | 0.02% | 396 |
|
|
2023
Q3 | $681K | Buy |
+11,927
| New | +$681K | 0.02% | 395 |
|