SAW
Signal Advisors Wealth’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $359K | Buy |
4,469
+691
| +18% | +$55.4K | 0.03% | 339 |
|
|
2025
Q1 | $270K | Buy |
3,778
+595
| +19% | +$42.5K | 0.03% | 382 |
|
|
2024
Q4 | $240K | Sell |
3,183
-51
| -2% | -$3.85K | 0.03% | 395 |
|
|
2024
Q3 | $236K | Buy |
+3,234
| New | +$236K | 0.03% | 386 |
|
|
2024
Q2 | – | Sell |
-6,739
| Closed | -$476K | – | 171 |
|
|
2024
Q1 | $476K | Buy |
6,739
+1,396
| +26% | +$98.7K | 0.12% | 176 |
|
|
2023
Q4 | $344K | Buy |
+5,343
| New | +$344K | 0.12% | 157 |
|