Spire Wealth Management’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
Q3
$8.11K Buy
2025
Q2
$7.3K Sell
2025
Q1
$12.1K Buy
2024
Q4
$7.1K Hold
2024
Q3
$6.86K Buy
2024
Q2
$678 Hold
2024
Q1
$707 Hold
2023
Q4
$639 Hold
2023
Q3
$571 Hold
2023
Q2
$609 Hold
2023
Q1
$576 Hold
2022
Q4
$1K Hold
2022
Q3
$1K Hold
2022
Q2
$1K Buy