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