Falcon Wealth Planning’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 | $660K | Hold |
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|
2025
Q2 | $640K | Sell |
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|
2025
Q1 | $572K | Hold |
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|
2024
Q4 | $604K | Hold |
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|
2024
Q3 | $584K | Sell |
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|
2024
Q2 | $542K | Sell |
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|
2024
Q1 | $567K | Hold |
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|
2023
Q4 | $517K | Sell |
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|
2023
Q3 | $458K | Hold |
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|
2023
Q2 | $489K | Hold |
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|
2023
Q1 | $462K | Hold |
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|
2022
Q4 | $432K | Hold |
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|
2022
Q3 | $404K | Hold |
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|
2022
Q2 | $417K | Sell |
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|
2022
Q1 | $641K | Buy |
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|
2021
Q4 | $533K | Hold |
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|
2021
Q3 | $501K | Sell |
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|
2021
Q2 | $501K | Buy |
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|
2021
Q1 | $458K | Sell |
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|
2020
Q4 | $475K | Buy |
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