GPS Wealth Strategies Group’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 Q1	–	Sell	-113	Closed	-$8.54K	–	1545
2024 Q4	$8.54K	Hold	113	–	–	﹤0.01%	986
2024 Q3	$8.25K	Sell	113 -51	-31%	-$3.54K	﹤0.01%	988
2024 Q2	$11.1K	Hold	164	–	–	﹤0.01%	884
2024 Q1	$11.6K	Sell	164 -119	-42%	-$7.93K	﹤0.01%	825
2023 Q4	$18.2K	Hold	283	–	–	﹤0.01%	711
2023 Q3	$16.2K	Hold	283	–	–	﹤0.01%	731
2023 Q2	$17.2K	Hold	283	–	–	﹤0.01%	724
2023 Q1	$16.3K	Buy	+283	New	+$16.2K	﹤0.01%	737
2022 Q4	–	Sell	-119	Closed	-$6K	–	587
2022 Q3	$6K	Hold	119	–	–	﹤0.01%	867
2022 Q2	$6K	Sell	119 -7	-6%	-$398	﹤0.01%	851
2022 Q1	$8K	Sell	126 -36	-22%	-$2.32K	﹤0.01%	770
2021 Q4	$12K	Hold	162	–	–	﹤0.01%	686
2021 Q3	$11K	Hold	162	–	–	﹤0.01%	689
2021 Q2	$11K	Sell	162 -240	-60%	-$15.8K	﹤0.01%	713
2021 Q1	$25K	Buy	+402	New	+$26K	0.01%	509