Kingswood Wealth Advisors’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 | $3.87M | Buy |
48,213
+408
| +0.9% | +$32.7K | 0.31% | 68 |
|
|
2025
Q1 | $3.41M | Sell |
47,805
-13
| -0% | -$929 | 0.31% | 72 |
|
|
2024
Q4 | $3.61M | Buy |
47,818
+31,824
| +199% | +$2.4M | 0.27% | 77 |
|
|
2024
Q3 | $1.17M | Buy |
15,994
+8,612
| +117% | +$628K | 0.08% | 258 |
|
|
2024
Q2 | $500K | Buy |
7,382
+1,347
| +22% | +$91.3K | 0.05% | 388 |
|
|
2024
Q1 | $427K | Buy |
+6,035
| New | +$427K | 0.05% | 387 |
|