High Net Worth Advisory Group’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 | $361K | Hold |
4,500
| – | – | 0.1% | 158 |
|
|
2025
Q1 | $321K | Hold |
4,500
| – | – | 0.09% | 158 |
|
|
2024
Q4 | $340K | Hold |
4,500
| – | – | 0.09% | 160 |
|
|
2024
Q3 | $328K | Hold |
4,500
| – | – | 0.09% | 163 |
|
|
2024
Q2 | $305K | Hold |
4,500
| – | – | 0.09% | 159 |
|
|
2024
Q1 | $318K | Hold |
4,500
| – | – | 0.1% | 157 |
|
|
2023
Q4 | $290K | Hold |
4,500
| – | – | 0.11% | 147 |
|
|
2023
Q3 | $257K | Hold |
4,500
| – | – | 0.1% | 152 |
|
|
2023
Q2 | $274K | Buy |
4,500
+1,000
| +29% | +$60.9K | 0.11% | 151 |
|
|
2023
Q1 | $201K | Hold |
3,500
| – | – | 0.08% | 184 |
|
|
2022
Q4 | $189K | Buy |
+3,500
| New | +$189K | 0.07% | 191 |
|
|
2022
Q2 | – | Sell |
-30
| Closed | -$2K | – | 692 |
|
|
2022
Q1 | $2K | Hold |
30
| – | – | ﹤0.01% | 640 |
|
|
2021
Q4 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 651 |
|