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IBEX Wealth Advisors’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

IBEX Wealth Advisors’s Portfolio IMCG Stock Details IMCG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$951K Sell
11,856
-8,572
-42% -$688K 0.1% 109
2025
Q1 		$1.46M Sell
20,428
-1,777
-8% -$127K 0.19% 90
2024
Q4 		$1.68M Buy
+22,205
New +$1.68M 0.2% 89