Foundations Investment 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 | $383K | Sell |
4,774
-379
| -7% | -$30.4K | 0.01% | 664 |
|
|
2025
Q1 | $368K | Sell |
5,153
-32,853
| -86% | -$2.35M | 0.01% | 652 |
|
|
2024
Q4 | $2.87M | Buy |
38,006
+35,171
| +1,241% | +$2.66M | 0.06% | 238 |
|
|
2024
Q3 | $207K | Buy |
+2,835
| New | +$207K | ﹤0.01% | 769 |
|
|
2024
Q2 | – | Sell |
-3,087
| Closed | -$218K | – | 773 |
|
|
2024
Q1 | $218K | Buy |
+3,087
| New | +$218K | 0.01% | 659 |
|