Farther Finance 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
2026 Q1	$1.42M	Sell	17,762 -1,294	-7%	-$106K	0.01%	803
2025 Q4	$1.52M	Buy	19,056 +13,258	+229%	+$1.08M	0.02%	700
2025 Q3	$480K	Buy	5,798 +5,775	+25,109%	+$471K	0.01%	1092
2025 Q2	$1.81K	Buy	23 +10	+77%	+$744	﹤0.01%	3733
2025 Q1	$959	Hold	13	–	–	﹤0.01%	3628
2024 Q4	$1.01K	Buy	13 +12	+1,200%	+$918	﹤0.01%	3248
2024 Q3	$94	Sell	1 -1	-50%	-$69	﹤0.01%	3788
2024 Q2	$105	Sell	2 -208	-99%	-$14.1K	﹤0.01%	3594
2024 Q1	$14.7K	Hold	210	–	–	﹤0.01%	1596
2023 Q4	$13.5K	Hold	210	–	–	﹤0.01%	1472
2023 Q3	$12K	Hold	210	–	–	﹤0.01%	1232
2023 Q2	$12.8K	Hold	210	–	–	﹤0.01%	1121
2023 Q1	$12.1K	Hold	210	–	–	﹤0.01%	1048
2022 Q4	$11.3K	Buy	+210	New	+$11.3K	﹤0.01%	907