BWA
Burt 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 | $763K | Buy |
9,504
+1,102
| +13% | +$88.4K | 0.17% | 55 |
|
|
2025
Q1 | $600K | Buy |
8,402
+14
| +0.2% | +$1K | 0.15% | 58 |
|
|
2024
Q4 | $634K | Hold |
8,388
| – | – | 0.16% | 55 |
|
|
2024
Q3 | $612K | Hold |
8,388
| – | – | 0.15% | 55 |
|
|
2024
Q2 | $568K | Hold |
8,388
| – | – | 0.15% | 56 |
|
|
2024
Q1 | $593K | Hold |
8,388
| – | – | 0.15% | 57 |
|
|
2023
Q4 | $541K | Hold |
8,388
| – | – | 0.15% | 56 |
|
|
2023
Q3 | $479K | Hold |
8,388
| – | – | 0.15% | 55 |
|
|
2023
Q2 | $511K | Sell |
8,388
-70
| -0.8% | -$4.27K | 0.15% | 53 |
|
|
2023
Q1 | $487K | Hold |
8,458
| – | – | 0.15% | 53 |
|
|
2022
Q4 | $456K | Buy |
+8,458
| New | +$456K | 0.15% | 59 |
|
|
2021
Q1 | – | Sell |
-223
| Closed | -$85K | – | 217 |
|
|
2020
Q4 | $85K | Hold |
223
| – | – | 0.03% | 142 |
|
|
2020
Q3 | $71K | Sell |
223
-27
| -11% | -$8.6K | 0.03% | 149 |
|
|
2020
Q2 | $73K | Buy |
+250
| New | +$73K | 0.03% | 148 |
|