Concord Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $86.3K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $75.4K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $69.4K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $95.8K | Hold |
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|
2023
Q2 | $102K | Buy |
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|
2023
Q1 | $51.5K | Sell |
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|
2022
Q4 | $85.7K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $46K | Buy |
|