Masso Torrence Wealth Management’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
2023
Q4
Sell
2023
Q3
$2.8M Sell
2023
Q2
$3.05M Buy
2023
Q1
$2.47M Buy
2022
Q4
$1.72M Buy
2022
Q3
$1.51M Sell
2022
Q2
$1.68M Buy
2022
Q1
$2M Buy
2021
Q4
$2.04M Buy