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Essential Planning’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Essential Planning’s Portfolio IMCG Stock Details IMCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-37,830
Closed -$2.89M – 178
2024
Q4 		$2.89M Buy
+37,830
New +$2.89M 0.02% 164