Cornerstone Planning Group’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
$29.4M Buy
2025
Q2
$28.7M Buy
2025
Q1
$22.9M Buy
2024
Q4
$24.5M Buy
2024
Q3
$23M Buy
2024
Q2
$19.1M Buy
2024
Q1
$18.5M Buy
2023
Q4
$16.6M Buy
2023
Q3
$13.3M Buy
2023
Q2
$11.9M Buy
2022
Q4
$8.94M Buy