Richwood 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	$293K	Hold	3,725	–	–	0.23%	85
2025 Q4	$308K	Sell	3,725 -25	-0.7%	-$2.03K	0.22%	85
2025 Q3	$310K	Hold	3,750	–	–	0.24%	81
2025 Q2	$301K	Hold	3,750	–	–	0.25%	81
2025 Q1	$268K	Hold	3,750	–	–	0.23%	87
2024 Q4	$283K	Sell	3,750 -270	-7%	-$20.7K	0.24%	85
2024 Q3	$293K	Hold	4,020	–	–	0.24%	84
2024 Q2	$272K	Sell	4,020 -135	-3%	-$9.18K	0.24%	85
2024 Q1	$294K	Hold	4,155	–	–	0.26%	84
2023 Q4	$268K	Hold	4,155	–	–	0.25%	87
2023 Q3	$237K	Sell	4,155 -225	-5%	-$13.6K	0.24%	92
2023 Q2	$267K	Hold	4,380	–	–	0.26%	90
2023 Q1	$252K	Hold	4,380	–	–	0.25%	95
2022 Q4	$236K	Hold	4,380	–	–	0.24%	97
2022 Q3	$221K	Sell	4,380 -600	-12%	-$33.5K	0.24%	98
2022 Q2	$259K	Hold	4,980	–	–	0.26%	95
2022 Q1	$320K	Hold	4,980	–	–	0.29%	89
2021 Q4	$365K	Buy	+4,980	New	+$362K	0.32%	75