MGB Wealth Management’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 | $104K | Hold |
1,300
| – | – | 0.03% | 236 |
|
|
2025
Q1 | $92.9K | Hold |
1,300
| – | – | 0.03% | 232 |
|
|
2024
Q4 | $98.2K | Hold |
1,300
| – | – | 0.03% | 220 |
|
|
2024
Q3 | $94.9K | Hold |
1,300
| – | – | 0.03% | 215 |
|
|
2024
Q2 | $90.2K | Hold |
1,300
| – | – | 0.03% | 220 |
|
|
2024
Q1 | $91.9K | Hold |
1,300
| – | – | 0.04% | 208 |
|
|
2023
Q4 | $83.8K | Buy |
+1,300
| New | +$83.8K | 0.04% | 207 |
|