Mutual Advisors’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
2026 Q1	$661K	Buy	8,392 +17	+0.2%	+$1.39K	0.01%	762
2025 Q4	$669K	Buy	8,375 +1	+0%	+$81	0.01%	736
2025 Q3	$692K	Buy	8,374 +75	+0.9%	+$6.12K	0.02%	709
2025 Q2	$687K	Sell	8,299 -24	-0.3%	-$1.78K	0.02%	652
2025 Q1	$593K	Sell	8,323 -644	-7%	-$49.1K	0.02%	645
2024 Q4	$697K	Buy	8,967 +848	+10%	+$64.9K	0.02%	596
2024 Q3	$598K	Sell	8,119 -365	-4%	-$25.3K	0.02%	645
2024 Q2	$583K	Sell	8,484 -162	-2%	-$11K	0.02%	648
2024 Q1	$611K	Buy	8,646 +72	+0.8%	+$4.79K	0.02%	626
2023 Q4	$553K	Sell	8,574 -110	-1%	-$6.46K	0.02%	628
2023 Q3	$496K	Buy	8,684 +500	+6%	+$30.2K	0.02%	625
2023 Q2	$499K	Buy	8,184 +1,187	+17%	+$68.1K	0.02%	638
2023 Q1	$403K	Sell	6,997 -237	-3%	-$13.5K	0.02%	689
2022 Q4	$390K	Buy	7,234 +619	+9%	+$33.3K	0.02%	658
2022 Q3	$333K	Buy	6,615 +210	+3%	+$11.7K	0.02%	682
2022 Q2	$333K	Sell	6,405 -710	-10%	-$40.4K	0.02%	647
2022 Q1	$457K	Buy	+7,115	New	+$458K	0.03%	598