Kaizen Financial Strategies’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$410K Sell
2025
Q1
$415K Sell
2024
Q4
$461K Buy
2024
Q3
$408K Buy
2024
Q2
$349K Buy
2024
Q1
$358K Buy
2023
Q4
$274K Buy
2023
Q3
$242K Hold
2023
Q2
$263K Buy