Surevest’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
2022
Q3
$2.51M Buy
49,750
+3,794
+8% +$191K 0.68% 64
2022
Q2
$2.39M Buy
45,956
+1,415
+3% +$73.5K 0.63% 66
2022
Q1
$2.86M Buy
44,541
+42,675
+2,287% +$2.74M 0.69% 64
2021
Q4
$137K Buy
+1,866
New +$137K 0.03% 135