Key Client Fiduciary Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $736K | Buy |
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|
2025
Q2 | $627K | Buy |
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|
2025
Q1 | $529K | Buy |
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|
2024
Q4 | $463K | Buy |
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|
2024
Q3 | $446K | Buy |
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|
2024
Q2 | $413K | Buy |
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|
2024
Q1 | $430K | Buy |
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|
2023
Q4 | $392K | Sell |
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|
2023
Q3 | $366K | Buy |
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|
2023
Q2 | $313K | Sell |
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|
2023
Q1 | $296K | Buy |
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|
2022
Q4 | $243K | Sell |
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|
2022
Q3 | $269K | Buy |
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|
2022
Q2 | $256K | Sell |
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|
2022
Q1 | $377K | Buy |
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|
2021
Q4 | $401K | Buy |
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