Maripau Wealth Management’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 | $359K | Buy |
4,438
+660
| +17% | +$53.3K | 0.18% | 101 |
|
|
2025
Q1 | $270K | Buy |
3,778
+595
| +19% | +$42.5K | 0.15% | 109 |
|
|
2024
Q4 | $240K | Buy |
+3,183
| New | +$240K | 0.14% | 121 |
|
|
2024
Q2 | – | Sell |
-6,720
| Closed | -$475K | – | 156 |
|
|
2024
Q1 | $475K | Buy |
6,720
+2,340
| +53% | +$165K | 0.36% | 64 |
|
|
2023
Q4 | $282K | Buy |
4,380
+828
| +23% | +$53.4K | 0.25% | 81 |
|
|
2023
Q3 | $203K | Buy |
+3,552
| New | +$203K | 0.19% | 93 |
|