Certified Advisory Corp’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
2026 Q1	$7.71M	Buy	97,866 +18,194	+23%	+$1.49M	0.69%	45
2025 Q4	$6.36M	Buy	79,672 +4,075	+5%	+$331K	0.58%	53
2025 Q3	$6.25M	Sell	75,597 -946	-1%	-$77.1K	0.59%	53
2025 Q2	$6.14M	Buy	76,543 +9,411	+14%	+$700K	0.64%	51
2025 Q1	$4.8M	Sell	67,132 -469	-0.7%	-$35.7K	0.54%	56
2024 Q4	$5.11M	Buy	67,601 +3,566	+6%	+$273K	0.55%	57
2024 Q3	$4.67M	Buy	64,035 +2,934	+5%	+$204K	0.52%	61
2024 Q2	$4.14M	Sell	61,101 -1,308	-2%	-$88.9K	0.52%	59
2024 Q1	$4.41M	Sell	62,409 -3,688	-6%	-$246K	0.62%	54
2023 Q4	$4.26M	Buy	66,097 +637	+1%	+$37.4K	0.65%	51
2023 Q3	$3.74M	Sell	65,460 -1,949	-3%	-$118K	0.69%	47
2023 Q2	$4.11M	Buy	67,409 +3,274	+5%	+$188K	0.76%	38
2023 Q1	$3.69M	Buy	64,135 +1,594	+3%	+$91.1K	0.66%	42
2022 Q4	$3.37M	Buy	62,541 +9,562	+18%	+$515K	0.67%	39
2022 Q3	$2.67M	Sell	52,979 -7,444	-12%	-$415K	0.61%	45
2022 Q2	$3.14M	Buy	60,423 +14,069	+30%	+$801K	0.7%	38
2022 Q1	$2.98M	Buy	46,354 +6,245	+16%	+$402K	0.63%	45
2021 Q4	$2.94M	Buy	40,109 +20,088	+100%	+$1.46M	0.65%	45
2021 Q3	$1.38M	Buy	20,021 +8,788	+78%	+$621K	0.34%	76
2021 Q2	$774K	Buy	11,233 +5,047	+82%	+$333K	0.19%	117
2021 Q1	$390K	Buy	+6,186	New	+$401K	0.1%	150
2020 Q2	$59K	Buy	+1,200	New	+$52.8K	0.02%	282
2018 Q1	–	Hold	0	–	–	–	763
2017 Q4	–	Hold	0	–	–	–	706