KFS
Kaizen Financial Strategies’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $410K | Sell |
5,113
-691
| -12% | -$55.4K | 0.21% | 93 |
|
|
2025
Q1 | $415K | Sell |
5,804
-295
| -5% | -$21.1K | 0.24% | 79 |
|
|
2024
Q4 | $461K | Buy |
6,099
+514
| +9% | +$38.8K | 0.26% | 67 |
|
|
2024
Q3 | $408K | Buy |
5,585
+514
| +10% | +$37.5K | 0.24% | 74 |
|
|
2024
Q2 | $349K | Buy |
5,071
+8
| +0.2% | +$550 | 0.22% | 78 |
|
|
2024
Q1 | $358K | Buy |
5,063
+808
| +19% | +$57.1K | 0.24% | 74 |
|
|
2023
Q4 | $274K | Buy |
4,255
+22
| +0.5% | +$1.42K | 0.21% | 86 |
|
|
2023
Q3 | $242K | Hold |
4,233
| – | – | 0.2% | 89 |
|
|
2023
Q2 | $263K | Buy |
+4,233
| New | +$263K | 0.22% | 84 |
|