TWM

Trinity Wealth Management’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-17,647	Closed	-$1.33M	–	55
2024 Q4	$1.33M	Buy	+17,647	New	+$1.33M	0.6%	22
2021 Q2	–	Sell	-1,326	Closed	-$501K	–	30
2021 Q1	$501K	Buy	+1,326	New	+$501K	0.43%	19