Tandem Financial’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
$7.15M Buy
89,169
+22,741
+34% +$1.82M 6.67% 5
2025
Q1
$4.74M Buy
66,428
+827
+1% +$59.1K 5.13% 6
2024
Q4
$4.95M Buy
+65,601
New +$4.95M 5.25% 6