Bogart Wealth LLC’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
Q2
$254K Hold
2025
Q1
$226K Buy
2024
Q4
$220K Buy
2024
Q3
$213K Sell
2024
Q2
$249K Sell
2024
Q1
$275K Sell
2023
Q4
$282K Sell
2023
Q3
$21.1M Buy
2023
Q2
$22.3M Buy
2023
Q1
$20M Sell
2022
Q4
$24.6M Buy
2022
Q3
$21.6M Buy
2022
Q2
$19.7M Buy
2022
Q1
$22.6M Buy
2021
Q4
$1K Buy