Kestra Private Wealth Services’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Kestra Private Wealth Services’s Portfolio IMCG Stock Details IMCG Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$951K	Buy
2025 Q2	$922K	Sell
2025 Q1	$870K	Buy
2024 Q4	$803K	Buy
2024 Q3	$608K	Sell
2024 Q2	$565K	Buy
2024 Q1	$243K	Buy
2023 Q4	$222K	Buy
2023 Q3	–	Sell
2023 Q2	$210K	Buy