Baldwin Wealth Partners’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-9,799	Closed	-$715K	–	618
2024 Q3	$715K	Buy	+9,799	New	+$715K	0.05%	152