Capital Advisory Group Advisory Services’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
Sell
-3,028
Closed -$216K 178
2025
Q1
$216K Sell
3,028
-355
-10% -$25.4K 0.08% 161
2024
Q4
$256K Buy
+3,383
New +$256K 0.09% 151