Morton Brown Family Wealth’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 | $401 | Hold |
5
| – | – | ﹤0.01% | 297 |
|
|
2025
Q1 | $357 | Hold |
5
| – | – | ﹤0.01% | 302 |
|
|
2024
Q4 | $378 | Hold |
5
| – | – | ﹤0.01% | 264 |
|
|
2024
Q3 | $365 | Hold |
5
| – | – | ﹤0.01% | 254 |
|
|
2024
Q2 | $344 | Hold |
5
| – | – | ﹤0.01% | 211 |
|
|
2024
Q1 | $353 | Hold |
5
| – | – | ﹤0.01% | 207 |
|
|
2023
Q4 | $322 | Buy |
+5
| New | +$322 | ﹤0.01% | 275 |
|