United Advisor Group’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	$1.45M	Buy	18,115 +727	+4%	+$58.3K	0.25%	102
2025 Q1	$1.24M	Buy	17,388 +2,880	+20%	+$206K	0.25%	94
2024 Q4	$1.1M	Buy	+14,508	New	+$1.1M	0.22%	113