EPG Wealth Management’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 | $3.97K | Hold |
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|
2025
Q2 | $3.85K | Hold |
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|
2025
Q1 | $3.43K | Hold |
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|
2024
Q4 | $3.63K | Hold |
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|
2024
Q3 | $3.5K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $72.4K | Buy |
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|
2023
Q4 | $64.2K | Hold |
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|
2023
Q3 | $55.8K | Hold |
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|
2023
Q2 | $59.5K | Hold |
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|
2023
Q1 | $56.2K | Hold |
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|
2022
Q4 | $52.6K | Hold |
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|
2022
Q3 | $49K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $63K | Sell |
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|
2021
Q4 | $121K | Buy |
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