Harvest Group Wealth Management’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	$3.81M	Buy	66,144 +4,503	+7%	+$259K	2.37%	20
2022 Q4	$3.32M	Buy	61,641 +503	+0.8%	+$27.1K	2.18%	19
2022 Q3	$3.12M	Buy	61,138 +2,024	+3%	+$103K	2.07%	19
2022 Q2	$3.38M	Sell	59,114 -2,077	-3%	-$119K	2.08%	19
2022 Q1	$3.93M	Buy	+61,191	New	+$3.93M	2.24%	18