Perissos Private Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.48M | Sell |
18,488
-74
| -0.4% | -$5.94K | 1.17% | 29 |
|
|
2025
Q1 | $1.33M | Sell |
18,562
-297
| -2% | -$21.2K | 1.21% | 31 |
|
|
2024
Q4 | $1.42M | Buy |
18,859
+5
| +0% | +$378 | 1.06% | 34 |
|
|
2024
Q3 | $1.38M | Sell |
18,854
-1,234
| -6% | -$90K | 1.1% | 30 |
|
|
2024
Q2 | $1.36M | Sell |
20,088
-4,166
| -17% | -$282K | 1.22% | 27 |
|
|
2024
Q1 | $1.71M | Buy |
+24,254
| New | +$1.71M | 1.55% | 22 |
|