Keyvantage Wealth’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$794K Sell
9,898
-680
-6% -$54.6K 0.36% 36
2025
Q1
$756K Sell
10,578
-13,147
-55% -$939K 0.37% 39
2024
Q4
$1.79M Buy
+23,725
New +$1.79M 1.28% 21