Meristem Family Wealth’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
2022
Q1
Sell
2021
Q4
$352K Hold
2021
Q3
$331K Hold
2021
Q2
$331K Hold
2021
Q1
$303K Hold
2020
Q4
$306K Hold
2020
Q3
$256K Hold
2020
Q2
$235K Buy
2020
Q1
Sell
2019
Q4
$210K Buy