Coppell Advisory Solutions’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	–	Sell	-2,989	Closed	-$271K	–	391
2025 Q1	$271K	Buy	2,989 +1,010	+51%	+$91.5K	0.04%	279
2024 Q4	$150K	Buy	+1,979	New	+$150K	0.02%	332
2023 Q3	–	Sell	-150	Closed	-$9.05K	–	1357
2023 Q2	$9.05K	Buy	+150	New	+$9.05K	﹤0.01%	718