KCFA
Key Client Fiduciary Advisors’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 | $627K | Buy |
7,820
+409
| +6% | +$32.8K | 0.25% | 84 |
|
|
2025
Q1 | $529K | Buy |
7,411
+1,287
| +21% | +$91.9K | 0.24% | 93 |
|
|
2024
Q4 | $463K | Buy |
6,124
+13
| +0.2% | +$982 | 0.2% | 107 |
|
|
2024
Q3 | $446K | Buy |
6,111
+15
| +0.2% | +$1.1K | 0.2% | 106 |
|
|
2024
Q2 | $413K | Buy |
6,096
+10
| +0.2% | +$678 | 0.21% | 105 |
|
|
2024
Q1 | $430K | Buy |
6,086
+11
| +0.2% | +$778 | 0.23% | 108 |
|
|
2023
Q4 | $392K | Sell |
6,075
-325
| -5% | -$20.9K | 0.23% | 111 |
|
|
2023
Q3 | $366K | Buy |
6,400
+1,271
| +25% | +$72.6K | 0.22% | 112 |
|
|
2023
Q2 | $313K | Sell |
5,129
-11
| -0.2% | -$670 | 0.18% | 123 |
|
|
2023
Q1 | $296K | Buy |
5,140
+625
| +14% | +$36K | 0.18% | 120 |
|
|
2022
Q4 | $243K | Sell |
4,515
-828
| -15% | -$44.6K | 0.16% | 126 |
|
|
2022
Q3 | $269K | Buy |
5,343
+410
| +8% | +$20.6K | 0.24% | 83 |
|
|
2022
Q2 | $256K | Sell |
4,933
-929
| -16% | -$48.2K | 0.25% | 92 |
|
|
2022
Q1 | $377K | Buy |
5,862
+393
| +7% | +$25.3K | 0.3% | 76 |
|
|
2021
Q4 | $401K | Buy |
+5,469
| New | +$401K | 0.33% | 68 |
|