IAG Wealth Partners’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 | $15.7M | Buy |
195,304
+10,839
| +6% | +$870K | 2.07% | 17 |
|
|
2025
Q1 | $13.2M | Buy |
184,465
+13,962
| +8% | +$997K | 2.05% | 18 |
|
|
2024
Q4 | $12.9M | Sell |
170,503
-302
| -0.2% | -$22.8K | 2.27% | 16 |
|
|
2024
Q3 | $12.5M | Buy |
170,805
+5,317
| +3% | +$388K | 2.3% | 13 |
|
|
2024
Q2 | $11.2M | Buy |
165,488
+6,014
| +4% | +$407K | 2.25% | 14 |
|
|
2024
Q1 | $11.3M | Buy |
159,474
+6,942
| +5% | +$491K | 2.42% | 13 |
|
|
2023
Q4 | $9.83M | Buy |
+152,532
| New | +$9.83M | 2.24% | 13 |
|