Madison Wealth Partners’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 | $748K | Buy |
9,317
+708
| +8% | +$56.8K | 0.16% | 66 |
|
|
2025
Q1 | $615K | Sell |
8,609
-597
| -6% | -$42.6K | 0.15% | 73 |
|
|
2024
Q4 | $695K | Hold |
9,206
| – | – | 0.19% | 64 |
|
|
2024
Q3 | $672K | Hold |
9,206
| – | – | 0.2% | 65 |
|
|
2024
Q2 | $624K | Buy |
9,206
+65
| +0.7% | +$4.4K | 0.21% | 60 |
|
|
2024
Q1 | $646K | Sell |
9,141
-94
| -1% | -$6.64K | 0.23% | 56 |
|
|
2023
Q4 | $595K | Buy |
9,235
+330
| +4% | +$21.3K | 0.24% | 57 |
|
|
2023
Q3 | $509K | Buy |
8,905
+140
| +2% | +$8K | 0.26% | 45 |
|
|
2023
Q2 | $534K | Buy |
8,765
+726
| +9% | +$44.2K | 0.25% | 42 |
|
|
2023
Q1 | $463K | Buy |
8,039
+1,975
| +33% | +$114K | 0.23% | 44 |
|
|
2022
Q4 | $327K | Buy |
+6,064
| New | +$327K | 0.19% | 60 |
|