HRC 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $909K | Sell |
11,336
-370
| -3% | -$29.7K | 0.48% | 16 |
|
|
2025
Q1 | $836K | Sell |
11,706
-1,994
| -15% | -$142K | 0.52% | 16 |
|
|
2024
Q4 | $1.03M | Buy |
13,700
+696
| +5% | +$52.6K | 0.61% | 12 |
|
|
2024
Q3 | $949K | Buy |
13,004
+25
| +0.2% | +$1.82K | 0.61% | 13 |
|
|
2024
Q2 | $879K | Sell |
12,979
-246
| -2% | -$16.7K | 0.6% | 14 |
|
|
2024
Q1 | $935K | Sell |
13,225
-2,772
| -17% | -$196K | 0.68% | 13 |
|
|
2023
Q4 | $1.03M | Buy |
+15,997
| New | +$1.03M | 0.89% | 11 |
|