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Diversify Wealth Management’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Diversify Wealth Management’s Portfolio IMCG Stock Details IMCG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.28M Buy
40,603
+2,030
+5% +$164K 0.2% 136
2025
Q1 		$2.77M Buy
38,573
+15,172
+65% +$1.09M 0.21% 135
2024
Q4 		$1.76M Buy
23,401
+3,843
+20% +$289K 0.14% 170
2024
Q3 		$1.44M Buy
+19,558
New +$1.44M 0.14% 162