Burt 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	$786K	Hold	9,504	–	–	0.19%	55
2025 Q2	$763K	Buy	9,504 +1,102	+13%	+$81.9K	0.17%	55
2025 Q1	$600K	Buy	8,402 +14	+0.2%	+$1.07K	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%	-$4.01K	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	-1,338	Closed	-$85K	–	217
2020 Q4	$85K	Hold	1,338	–	–	0.03%	142
2020 Q3	$71K	Sell	1,338 -162	-11%	-$8.45K	0.03%	149
2020 Q2	$73K	Buy	+1,500	New	+$66K	0.03%	148