Mount Yale Investment Advisors’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
2023 Q1	–	Sell	-8,893	Closed	-$479K	–	504
2022 Q4	$479K	Buy	+8,893	New	+$479K	0.05%	282
2022 Q1	–	Sell	-2,953	Closed	-$216K	–	480
2021 Q4	$216K	Buy	+2,953	New	+$216K	0.02%	433