Key Financial Inc’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	$7.56K	Hold	96	–	–	﹤0.01%	944
2025 Q4	$7.67K	Hold	96	–	–	﹤0.01%	947
2025 Q3	$7.91K	Hold	96	–	–	﹤0.01%	943
2025 Q2	$7.7K	Hold	96	–	–	﹤0.01%	926
2025 Q1	$6.86K	Hold	96	–	–	﹤0.01%	919
2024 Q4	$7.25K	Hold	96	–	–	﹤0.01%	890
2024 Q3	$7K	Hold	96	–	–	﹤0.01%	881
2024 Q2	$6.5K	Hold	96	–	–	﹤0.01%	887
2024 Q1	$6.79K	Hold	96	–	–	﹤0.01%	860
2023 Q4	$6.19K	Hold	96	–	–	﹤0.01%	858
2023 Q3	$5.48K	Hold	96	–	–	﹤0.01%	877
2023 Q2	$5.85K	Hold	96	–	–	﹤0.01%	874
2023 Q1	$5.53K	Hold	96	–	–	﹤0.01%	807
2022 Q4	$4.84K	Hold	96	–	–	﹤0.01%	798
2022 Q3	$5K	Hold	96	–	–	﹤0.01%	789
2022 Q2	$5K	Hold	96	–	–	﹤0.01%	792
2022 Q1	$6K	Hold	96	–	–	﹤0.01%	746
2021 Q4	$7K	Hold	96	–	–	﹤0.01%	652
2021 Q3	$7K	Hold	96	–	–	﹤0.01%	651
2021 Q2	$7K	Hold	96	–	–	﹤0.01%	639
2021 Q1	$6K	Hold	96	–	–	﹤0.01%	564
2020 Q4	$6K	Buy	+96	New	+$5.67K	﹤0.01%	524
2020 Q2	–	Sell	-96	Closed	-$4K	–	349
2020 Q1	$4K	Buy	+96	New	+$4.07K	﹤0.01%	528