Chaney Capital Management’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
$4.08M Buy
50,816
+4,290
+9% +$344K 1.6% 13
2025
Q1
$3.32M Buy
46,526
+3,278
+8% +$234K 1.48% 13
2024
Q4
$3.27M Buy
43,248
+6,785
+19% +$512K 1.55% 13
2024
Q3
$2.66M Buy
36,463
+20,572
+129% +$1.5M 1.49% 12
2024
Q2
$1.08M Buy
+15,891
New +$1.08M 0.71% 15