Clearstead Advisors’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	$312K	Sell	3,890 -1	-0%	-$80	﹤0.01%	744
2025 Q1	$278K	Hold	3,891	–	–	﹤0.01%	731
2024 Q4	$294K	Hold	3,891	–	–	﹤0.01%	730
2024 Q3	$284K	Buy	3,891 +1	+0%	+$73	﹤0.01%	738
2024 Q2	$264K	Buy	+3,890	New	+$264K	﹤0.01%	728