BWA
BlueChip Wealth Advisors’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 | $456K | Buy |
5,689
+150
| +3% | +$12K | 0.2% | 86 |
|
|
2025
Q1 | $396K | Buy |
+5,539
| New | +$396K | 0.19% | 97 |
|
|
2024
Q4 | – | Sell |
-6,829
| Closed | -$498K | – | 146 |
|
|
2024
Q3 | $498K | Buy |
6,829
+115
| +2% | +$8.39K | 0.26% | 75 |
|
|
2024
Q2 | $455K | Buy |
6,714
+292
| +5% | +$19.8K | 0.27% | 75 |
|
|
2024
Q1 | $454K | Buy |
6,422
+250
| +4% | +$17.7K | 0.29% | 65 |
|
|
2023
Q4 | $398K | Buy |
+6,172
| New | +$398K | 0.28% | 74 |
|