EPG Wealth Management’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 | $3.85K | Hold |
48
| – | – | ﹤0.01% | 295 |
|
|
2025
Q1 | $3.43K | Hold |
48
| – | – | ﹤0.01% | 392 |
|
|
2024
Q4 | $3.63K | Hold |
48
| – | – | ﹤0.01% | 402 |
|
|
2024
Q3 | $3.5K | Buy |
+48
| New | +$3.5K | ﹤0.01% | 403 |
|
|
2024
Q2 | – | Sell |
-1,024
| Closed | -$72.4K | – | 295 |
|
|
2024
Q1 | $72.4K | Buy |
1,024
+48
| +5% | +$3.39K | 0.02% | 297 |
|
|
2023
Q4 | $64.2K | Hold |
976
| – | – | 0.02% | 290 |
|
|
2023
Q3 | $55.8K | Hold |
976
| – | – | 0.02% | 291 |
|
|
2023
Q2 | $59.5K | Hold |
976
| – | – | 0.02% | 286 |
|
|
2023
Q1 | $56.2K | Hold |
976
| – | – | 0.02% | 289 |
|
|
2022
Q4 | $52.6K | Hold |
976
| – | – | 0.02% | 260 |
|
|
2022
Q3 | $49K | Buy |
+976
| New | +$49K | 0.02% | 256 |
|
|
2022
Q2 | – | Sell |
-976
| Closed | -$63K | – | 305 |
|
|
2022
Q1 | $63K | Sell |
976
-676
| -41% | -$43.6K | 0.02% | 280 |
|
|
2021
Q4 | $121K | Buy |
+1,652
| New | +$121K | 0.04% | 252 |
|