Caliber Wealth Management (Utah)’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
2021 Q4	–	Sell	-30,704	Closed	-$2.22M	–	72
2021 Q3	$2.22M	Buy	30,704 +1,523	+5%	+$110K	1.57%	21
2021 Q2	$2.01M	Sell	29,181 -12,255	-30%	-$844K	1.42%	17
2021 Q1	$2.61M	Sell	41,436 -174	-0.4%	-$11K	1.9%	8
2020 Q4	$2.65M	Buy	+41,610	New	+$2.65M	2.6%	8