Provenance Wealth 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
2025 Q2	–	Sell	-886	Closed	-$63.3K	–	485
2025 Q1	$63.3K	Hold	886	–	–	0.01%	209
2024 Q4	$66.9K	Hold	886	–	–	0.01%	211
2024 Q3	$64.7K	Buy	+886	New	+$64.7K	0.01%	217