Mayfair Advisory Group’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 | $765K | Sell |
9,531
-3,312
| -26% | -$266K | 0.36% | 54 |
|
|
2025
Q1 | $917K | Buy |
12,843
+3,552
| +38% | +$254K | 0.53% | 40 |
|
|
2024
Q4 | $702K | Buy |
9,291
+3,485
| +60% | +$263K | 0.41% | 47 |
|
|
2024
Q3 | $423K | Buy |
5,806
+144
| +3% | +$10.5K | 0.27% | 75 |
|
|
2024
Q2 | $393K | Buy |
5,662
+1,336
| +31% | +$92.7K | 0.27% | 73 |
|
|
2024
Q1 | $306K | Buy |
4,326
+6
| +0.1% | +$424 | 0.22% | 99 |
|
|
2023
Q4 | $275K | Buy |
4,320
+444
| +11% | +$28.2K | 0.23% | 91 |
|
|
2023
Q3 | $225K | Buy |
+3,876
| New | +$225K | 0.22% | 108 |
|