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
2026 Q1	$842K	Buy	10,695 +1,199	+13%	+$98.2K	0.13%	77
2025 Q4	$758K	Sell	9,496 -118	-1%	-$9.59K	0.14%	71
2025 Q3	$795K	Buy	9,614 +297	+3%	+$24.2K	0.16%	65
2025 Q2	$748K	Buy	9,317 +708	+8%	+$52.6K	0.16%	66
2025 Q1	$615K	Sell	8,609 -597	-6%	-$45.5K	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%	+$4.42K	0.21%	60
2024 Q1	$646K	Sell	9,141 -94	-1%	-$6.26K	0.23%	56
2023 Q4	$595K	Buy	9,235 +330	+4%	+$19.4K	0.24%	57
2023 Q3	$509K	Buy	8,905 +140	+2%	+$8.45K	0.26%	45
2023 Q2	$534K	Buy	8,765 +726	+9%	+$41.6K	0.25%	42
2023 Q1	$463K	Buy	8,039 +1,975	+33%	+$113K	0.23%	44
2022 Q4	$327K	Buy	+6,064	New	+$327K	0.19%	60