Sage Financial Group’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
2025
Q2
$224K Sell
2025
Q1
$236K Buy
2024
Q4
$249K Hold
2024
Q3
$241K Hold
2024
Q2
$223K Hold
2024
Q1
$233K Hold
2023
Q4
$212K Buy