Moisand Fitzgerald Tamayo’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	$62.1K	Hold	774	–	–	0.01%	176
2025 Q1	$55.3K	Hold	774	–	–	0.01%	180
2024 Q4	$58.5K	Hold	774	–	–	0.01%	176
2024 Q3	$56.5K	Hold	774	–	–	0.01%	182
2024 Q2	$52.4K	Hold	774	–	–	0.01%	170
2024 Q1	$54.7K	Hold	774	–	–	0.01%	169
2023 Q4	$49.9K	Hold	774	–	–	0.01%	173
2023 Q3	$44.2K	Hold	774	–	–	0.01%	190
2023 Q2	$47.2K	Sell	774 -600	-44%	-$36.6K	0.01%	176
2023 Q1	$79.1K	Buy	1,374 +600	+78%	+$34.5K	0.02%	143
2022 Q4	$41.7K	Hold	774	–	–	0.01%	187
2022 Q3	$39K	Hold	774	–	–	0.01%	177
2022 Q2	$40K	Hold	774	–	–	0.01%	170
2022 Q1	$50K	Sell	774 -300	-28%	-$19.4K	0.02%	102
2021 Q4	$79K	Hold	1,074	–	–	0.02%	121
2021 Q3	$74K	Hold	1,074	–	–	0.02%	124
2021 Q2	$74K	Buy	1,074 +300	+39%	+$20.7K	0.03%	123
2021 Q1	$49K	Hold	774	–	–	0.02%	128
2020 Q4	$49K	Hold	774	–	–	0.02%	132
2020 Q3	$41K	Hold	774	–	–	0.02%	125
2020 Q2	$38K	Hold	774	–	–	0.02%	121
2020 Q1	$28K	Hold	774	–	–	0.02%	134
2019 Q4	$34K	Hold	774	–	–	0.02%	134
2019 Q3	$31K	Hold	774	–	–	0.02%	139
2019 Q2	$32K	Hold	774	–	–	0.02%	134
2019 Q1	$30K	Hold	774	–	–	0.02%	142
2018 Q4	$25K	Hold	774	–	–	0.02%	143
2018 Q3	$30K	Hold	774	–	–	0.02%	142
2018 Q2	$28K	Hold	774	–	–	0.02%	143
2018 Q1	$27K	Hold	774	–	–	0.02%	149
2017 Q4	$26K	Hold	774	–	–	0.02%	133
2017 Q3	$24K	Buy	+774	New	+$24K	0.01%	151