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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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$895K Buy
11,366
+5
+0% +$410 0.01% 891
2025
Q4 		$907K Sell
11,361
-137
-1% -$11.1K 0.01% 845
2025
Q3 		$951K Buy
11,498
+7
+0.1% +$571 0.01% 805
2025
Q2 		$922K Sell
11,491
-685
-6% -$50.9K 0.01% 773
2025
Q1 		$870K Buy
12,176
+1,551
+15% +$118K 0.01% 728
2024
Q4 		$803K Buy
10,625
+2,287
+27% +$175K 0.01% 730
2024
Q3 		$608K Sell
8,338
-2
-0% -$139 0.01% 804
2024
Q2 		$565K Buy
8,340
+4,900
+142% +$333K 0.01% 783
2024
Q1 		$243K Buy
3,440
+1
+0% +$67 0.01% 1100
2023
Q4 		$222K Buy
+3,439
New +$202K 0.01% 1071
2023
Q3 		– Sell
-3,439
Closed -$210K – 1195
2023
Q2 		$210K Buy
+3,439
New +$197K 0.01% 951

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