Stratos Wealth Partners’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 | $264K | Buy |
+3,285
| New | +$264K | ﹤0.01% | 1189 |
|
|
2025
Q1 | – | Sell |
-2,715
| Closed | -$205K | – | 1438 |
|
|
2024
Q4 | $205K | Buy |
+2,715
| New | +$205K | ﹤0.01% | 1337 |
|
|
2024
Q1 | – | Sell |
-4,938
| Closed | -$318K | – | 1426 |
|
|
2023
Q4 | $318K | Buy |
+4,938
| New | +$318K | 0.01% | 1055 |
|
|
2022
Q1 | – | Sell |
-4,777
| Closed | -$350K | – | 1305 |
|
|
2021
Q4 | $350K | Buy |
+4,777
| New | +$350K | 0.01% | 947 |
|