Mattern 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
Q2 | – | Sell |
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|
2023
Q1 | $239K | Sell |
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|
2022
Q4 | $248K | Sell |
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2022
Q3 | $263K | Sell |
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|
2022
Q2 | $273K | Sell |
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|
2022
Q1 | $461K | Sell |
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|
2021
Q4 | $527K | Sell |
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|
2021
Q3 | $639K | Sell |
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|
2021
Q2 | $636K | Sell |
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|
2021
Q1 | $895K | Sell |
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|
2020
Q4 | $5.02M | Buy |
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|
2020
Q3 | $4.19M | Buy |
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