Morton Brown 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
2025
Q3
$414 Hold
2025
Q2
$401 Hold
2025
Q1
$357 Hold
2024
Q4
$378 Hold
2024
Q3
$365 Hold
2024
Q2
$344 Hold
2024
Q1
$353 Hold
2023
Q4
$322 Buy