Kingsview Wealth Management’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	$2.39M	Buy	30,306 +7	+0%	+$573	0.03%	475
2025 Q4	$2.42M	Buy	30,299 +1,105	+4%	+$89.8K	0.03%	446
2025 Q3	$2.42M	Buy	29,194 +58	+0.2%	+$4.73K	0.04%	423
2025 Q2	$2.34M	Sell	29,136 -1,128	-4%	-$83.9K	0.04%	407
2025 Q1	$2.16M	Buy	30,264 +1,414	+5%	+$108K	0.04%	376
2024 Q4	$2.18M	Sell	28,850 -44,393	-61%	-$3.4M	0.04%	373
2024 Q3	$5.34M	Buy	73,243 +4,320	+6%	+$300K	0.11%	193
2024 Q2	$4.67M	Buy	68,923 +49,540	+256%	+$3.37M	0.11%	193
2024 Q1	$1.37M	Buy	19,383 +4,343	+29%	+$289K	0.03%	422
2023 Q4	$969K	Buy	15,040 +4,848	+48%	+$285K	0.03%	477
2023 Q3	$582K	Buy	10,192 +2,942	+41%	+$177K	0.02%	575
2023 Q2	$442K	Buy	7,250 +3,059	+73%	+$175K	0.02%	630
2023 Q1	$241K	Buy	+4,191	New	+$240K	0.01%	783
2022 Q2	–	Sell	-10,936	Closed	-$703K	–	862
2022 Q1	$703K	Sell	10,936 -1,090	-9%	-$70.2K	0.03%	497
2021 Q4	$881K	Sell	12,026 -116	-1%	-$8.44K	0.04%	440
2021 Q3	$836K	Buy	12,142 +687	+6%	+$48.5K	0.04%	416
2021 Q2	$794K	Buy	11,455 +7,813	+215%	+$515K	0.04%	432
2021 Q1	$233K	Buy	+3,642	New	+$236K	0.01%	721