Horizon Family Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $308K | Buy |
3,845
+7
| +0.2% | +$562 | 0.19% | 67 |
|
|
2025
Q1 | $274K | Sell |
3,838
-1,063
| -22% | -$75.9K | 0.18% | 62 |
|
|
2024
Q4 | $370K | Buy |
4,901
+1,077
| +28% | +$81.4K | 0.25% | 56 |
|
|
2024
Q3 | $279K | Buy |
3,824
+10
| +0.3% | +$730 | 0.2% | 67 |
|
|
2024
Q2 | $229K | Buy |
3,814
+4
| +0.1% | +$240 | 0.17% | 72 |
|
|
2024
Q1 | $269K | Sell |
3,810
-20,896
| -85% | -$1.48M | 0.21% | 59 |
|
|
2023
Q4 | $1.59M | Buy |
24,706
+3,084
| +14% | +$199K | 1.34% | 15 |
|
|
2023
Q3 | $1.24M | Buy |
+21,622
| New | +$1.24M | 1.2% | 18 |
|