Elevation Capital Advisory’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
$394K Sell
4,913
-117,347
-96% -$9.41M 0.16% 49
2025
Q1
$8.73M Buy
+122,260
New +$8.73M 3.81% 9
2024
Q4
Sell
-128,942
Closed -$9.41M 63
2024
Q3
$9.41M Buy
+128,942
New +$9.41M 4.15% 6