Beam Wealth Advisors’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
Q3 | $3.28M | Buy |
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|
2025
Q2 | $2.52M | Buy |
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2025
Q1 | $1.82M | Buy |
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|
2024
Q4 | $1.76M | Buy |
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|
2024
Q3 | $1.31M | Buy |
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|
2024
Q2 | $934K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $216K | Sell |
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|
2022
Q2 | $225K | Sell |
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|
2022
Q1 | $655K | Buy |
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|
2021
Q4 | $710K | Buy |
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|
2021
Q3 | $634K | Sell |
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|
2021
Q2 | $643K | Sell |
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|
2021
Q1 | $796K | Buy |
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|
2020
Q4 | $796K | Sell |
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|
2020
Q3 | $781K | Sell |
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|
2020
Q2 | $750K | Buy |
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