EverSource Wealth Advisors’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
Q2
$8.42K Hold
2025
Q1
$7.5K Hold
2024
Q4
$7.93K Hold
2024
Q3
$7.66K Hold
2024
Q2
$7.28K Hold
2024
Q1
$6.98K Hold
2023
Q4
$6.77K Buy