Silver Oak Wealth Advisors Services’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	$6.71M	Sell	83,628 -18,778	-18%	-$1.51M	4.83%	7
2025 Q1	$7.31M	Buy	102,406 +851	+0.8%	+$60.8K	6.52%	6
2024 Q4	$7.67M	Buy	+101,555	New	+$7.67M	6.64%	5