National Wealth Management Group’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
2022
Q3
Sell
-4,366
Closed -$227K 141
2022
Q2
$227K Sell
4,366
-11,238
-72% -$584K 0.29% 96
2022
Q1
$1M Buy
15,604
+1,319
+9% +$84.8K 0.97% 28
2021
Q4
$1.05M Buy
+14,285
New +$1.05M 0.98% 28