Bartlett & Co Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.1K | Hold |
400
| – | – | ﹤0.01% | 732 |
|
|
2025
Q1 | $28.6K | Hold |
400
| – | – | ﹤0.01% | 758 |
|
|
2024
Q4 | $30.2K | Hold |
400
| – | – | ﹤0.01% | 739 |
|
|
2024
Q3 | $29.2K | Hold |
400
| – | – | ﹤0.01% | 750 |
|
|
2024
Q2 | $27.1K | Sell |
400
-110
| -22% | -$7.45K | ﹤0.01% | 772 |
|
|
2024
Q1 | $36K | Sell |
510
-492
| -49% | -$34.8K | ﹤0.01% | 714 |
|
|
2023
Q4 | $65K | Buy |
+1,002
| New | +$65K | ﹤0.01% | 651 |
|