MF
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Montis Financial’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Montis Financial’s Portfolio IMCG Stock Details IMCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$215K Sell
2,682
-647
-19% -$51.9K 0.06% 130
2025
Q1 		$238K Sell
3,329
-1,567
-32% -$112K 0.07% 128
2024
Q4 		$370K Buy
+4,896
New +$370K 0.11% 103