Caliber Wealth Management (Kansas)’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.14M Sell
39,091
-698
-2% -$56K 0.34% 61
2025
Q1
$2.84M Buy
+39,789
New +$2.84M 0.39% 67