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Cerro Pacific Wealth Advisors’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Cerro Pacific Wealth Advisors’s Portfolio IMCG Stock Details IMCG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.62M Buy
32,709
+18,371
+128% +$1.47M 0.73% 36
2025
Q1 		$1.08M Buy
14,338
+9,450
+193% +$714K 0.35% 60
2024
Q4 		$357K Buy
+4,888
New +$357K 0.12% 120