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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $467K | Sell |
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|
2025
Q4 | $442K | Buy |
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|
2025
Q3 | $445K | Buy |
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|
2025
Q2 | $410K | Sell |
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|
2025
Q1 | $415K | Sell |
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|
2024
Q4 | $461K | Buy |
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|
2024
Q3 | $408K | Buy |
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|
2024
Q2 | $349K | Buy |
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|
2024
Q1 | $358K | Buy |
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|
2023
Q4 | $274K | Buy |
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|
2023
Q3 | $242K | Hold |
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|
2023
Q2 | $263K | Buy |
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