Ipsen Advisor Group’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
$6.3M Buy
78,555
+1,610
+2% +$129K 4.8% 4
2025
Q1
$5.5M Buy
76,945
+648
+0.8% +$46.3K 4.73% 4
2024
Q4
$5.76M Buy
+76,297
New +$5.76M 4.92% 5
2022
Q4
$3.47M Buy
+64,477
New +$3.47M 4% 5