Tyler-Stone Wealth Management’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
2024
Q3
Sell
-574
Closed -$38.9K 585
2024
Q2
$38.9K Buy
574
+148
+35% +$10K 0.02% 407
2024
Q1
$30.1K Sell
426
-208
-33% -$14.7K 0.01% 436
2023
Q4
$40.9K Buy
634
+382
+152% +$24.6K 0.02% 383
2023
Q3
$14K Buy
+252
New +$14K 0.01% 537