Compass Planning Associates’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	$57.7K	Buy	719 +219	+44%	+$17.6K	0.05%	52
2025 Q1	$35.7K	Buy	500 +214	+75%	+$15.3K	0.04%	66
2024 Q4	$21.6K	Buy	+286	New	+$21.6K	0.02%	82