PTM 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	$9.7M	Buy	119,309 +13,080	+12%	+$1.06M	6.42%	6
2025 Q1	$6.73M	Buy	+106,229	New	+$6.73M	7.08%	7