Marmo Financial Group’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	$3.07M	Sell	38,935 -598	-2%	-$49K	1.52%	17
2025 Q4	$3.16M	Sell	39,533 -1,906	-5%	-$155K	1.49%	17
2025 Q3	$3.43M	Sell	41,439 -70,130	-63%	-$5.72M	1.66%	17
2025 Q2	$8.95M	Buy	111,569 +1,616	+1%	+$120K	4.46%	8
2025 Q1	$7.85M	Sell	109,953 -7,157	-6%	-$545K	4.3%	8
2024 Q4	$8.84M	Sell	117,110 -1,938	-2%	-$148K	4.78%	8
2024 Q3	$8.69M	Sell	119,048 -88,191	-43%	-$6.12M	4.63%	8
2024 Q2	$14M	Sell	207,239 -556	-0.3%	-$37.8K	8.49%	3
2024 Q1	$14.7M	Buy	207,795 +8,534	+4%	+$568K	8.93%	3
2023 Q4	$12.8M	Sell	199,261 -4,915	-2%	-$289K	9.75%	3
2023 Q3	$11.7M	Sell	204,176 -1,441	-0.7%	-$86.9K	11.07%	2
2023 Q2	$12.5M	Buy	205,617 +10,537	+5%	+$604K	11.33%	2
2023 Q1	$11.2M	Buy	+195,080	New	+$11.2M	10.68%	2