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
Q2 | $763K | Buy |
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|
2025
Q1 | $600K | Buy |
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|
2024
Q4 | $634K | Hold |
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|
2024
Q3 | $612K | Hold |
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|
2024
Q2 | $568K | Hold |
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|
2024
Q1 | $593K | Hold |
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|
2023
Q4 | $541K | Hold |
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|
2023
Q3 | $479K | Hold |
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|
2023
Q2 | $511K | Sell |
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|
2023
Q1 | $487K | Hold |
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|
2022
Q4 | $456K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $85K | Hold |
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|
2020
Q3 | $71K | Sell |
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|
2020
Q2 | $73K | Buy |
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