McKinley Carter Wealth Services’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
2025 Q2	–	Sell	-4,183	Closed	-$299K	–	312
2025 Q1	$299K	Sell	4,183 -2	-0%	-$152	0.02%	258
2024 Q4	$316K	Sell	4,185 -3,212	-43%	-$246K	0.02%	244
2024 Q3	$540K	Sell	7,397 -850	-10%	-$59K	0.03%	202
2024 Q2	$559K	Sell	8,247 -54	-0.7%	-$3.67K	0.04%	197
2024 Q1	$587K	Sell	8,301 -1,077	-11%	-$71.7K	0.04%	196
2023 Q4	$604K	Sell	9,378 -3,172	-25%	-$186K	0.04%	186
2023 Q3	$717K	Sell	12,550 -4,594	-27%	-$277K	0.06%	168
2023 Q2	$1.04M	Sell	17,144 -146,992	-90%	-$8.43M	0.08%	145
2023 Q1	$9.45M	Buy	164,136 +7,955	+5%	+$455K	0.74%	27
2022 Q4	$8.42M	Buy	156,181 +4,761	+3%	+$256K	0.71%	28
2022 Q3	$7.63M	Buy	+151,420	New	+$8.44M	0.71%	29