Regal Investment Advisors’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
2026 Q1	$705K	Buy	8,947 +707	+9%	+$57.9K	0.04%	368
2025 Q4	$658K	Sell	8,240 -5,837	-41%	-$474K	0.04%	361
2025 Q3	$1.16M	Buy	14,077 +1,040	+8%	+$84.8K	0.08%	237
2025 Q2	$1.05M	Buy	13,037 +5,579	+75%	+$415K	0.08%	226
2025 Q1	$533K	Buy	7,458 +169	+2%	+$12.9K	0.04%	317
2024 Q4	$551K	Buy	7,289 +619	+9%	+$47.4K	0.04%	308
2024 Q3	$487K	Sell	6,670 -827	-11%	-$57.4K	0.03%	360
2024 Q2	$508K	Buy	7,497 +2,239	+43%	+$152K	0.03%	357
2024 Q1	$372K	Sell	5,258 -363	-6%	-$24.2K	0.03%	413
2023 Q4	$362K	Sell	5,621 -581	-9%	-$34.1K	0.03%	383
2023 Q3	$354K	Buy	6,202 +802	+15%	+$48.4K	0.03%	358
2023 Q2	$329K	Buy	5,400 +621	+13%	+$35.6K	0.03%	378
2023 Q1	$275K	Sell	4,779 -865	-15%	-$49.4K	0.02%	418
2022 Q4	$304K	Buy	5,644 +1,560	+38%	+$84K	0.03%	373
2022 Q3	$206K	Buy	+4,084	New	+$228K	0.02%	439
2022 Q2	–	Sell	-3,839	Closed	-$247K	–	526
2022 Q1	$247K	Sell	3,839 -18,454	-83%	-$1.19M	0.02%	458
2021 Q4	$1.63M	Buy	+22,293	New	+$1.62M	0.14%	148