EverSource Wealth Advisors’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $8.42K | Hold |
105
| – | – | ﹤0.01% | 2909 |
|
2025
Q1 | $7.5K | Hold |
105
| – | – | ﹤0.01% | 2278 |
|
2024
Q4 | $7.93K | Hold |
105
| – | – | ﹤0.01% | 2125 |
|
2024
Q3 | $7.66K | Hold |
105
| – | – | ﹤0.01% | 2013 |
|
2024
Q2 | $7.28K | Hold |
105
| – | – | ﹤0.01% | 2042 |
|
2024
Q1 | $6.98K | Hold |
105
| – | – | ﹤0.01% | 1872 |
|
2023
Q4 | $6.77K | Buy |
+105
| New | +$6.77K | ﹤0.01% | 1737 |
|