Orgel Wealth Management’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 | $24M | Sell |
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|
2025
Q2 | $23.7M | Sell |
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|
2025
Q1 | $21.4M | Sell |
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|
2024
Q4 | $23.6M | Sell |
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|
2024
Q3 | $23.6M | Sell |
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|
2024
Q2 | $22.8M | Sell |
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|
2024
Q1 | $23.9M | Sell |
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|
2023
Q4 | $26.7M | Sell |
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|
2023
Q3 | $24.5M | Buy |
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|
2023
Q2 | $24.2M | Buy |
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|
2023
Q1 | $22.4M | Buy |
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|
2022
Q4 | $20.1M | Buy |
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|
2022
Q3 | $12.5M | Sell |
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|
2022
Q2 | $16.7M | Buy |
|