Madison Wealth Partners’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 | $795K | Buy |
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|
2025
Q2 | $748K | Buy |
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|
2025
Q1 | $615K | Sell |
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|
2024
Q4 | $695K | Hold |
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|
2024
Q3 | $672K | Hold |
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|
2024
Q2 | $624K | Buy |
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|
2024
Q1 | $646K | Sell |
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|
2023
Q4 | $595K | Buy |
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|
2023
Q3 | $509K | Buy |
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|
2023
Q2 | $534K | Buy |
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|
2023
Q1 | $463K | Buy |
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|
2022
Q4 | $327K | Buy |
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