Visionary Wealth Advisors’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 | $2.81M | Buy |
35,027
+663
| +2% | +$53.2K | 0.14% | 163 |
|
|
2025
Q1 | $2.45M | Sell |
34,364
-1,012
| -3% | -$72.3K | 0.15% | 154 |
|
|
2024
Q4 | $2.67M | Buy |
35,376
+954
| +3% | +$72.1K | 0.16% | 143 |
|
|
2024
Q3 | $2.51M | Sell |
34,422
-3,455
| -9% | -$252K | 0.15% | 149 |
|
|
2024
Q2 | $2.57M | Buy |
37,877
+1,595
| +4% | +$108K | 0.17% | 141 |
|
|
2024
Q1 | $2.56M | Buy |
36,282
+2,670
| +8% | +$189K | 0.17% | 141 |
|
|
2023
Q4 | $2.17M | Buy |
33,612
+11,315
| +51% | +$729K | 0.16% | 149 |
|
|
2023
Q3 | $1.27M | Sell |
22,297
-398
| -2% | -$22.7K | 0.1% | 190 |
|
|
2023
Q2 | $1.38M | Sell |
22,695
-1,260
| -5% | -$76.8K | 0.11% | 182 |
|
|
2023
Q1 | $1.38M | Buy |
23,955
+210
| +0.9% | +$12.1K | 0.12% | 170 |
|
|
2022
Q4 | $1.28M | Sell |
23,745
-285
| -1% | -$15.4K | 0.12% | 157 |
|
|
2022
Q3 | $1.21M | Sell |
24,030
-4,095
| -15% | -$206K | 0.13% | 151 |
|
|
2022
Q2 | $1.46M | Buy |
+28,125
| New | +$1.46M | 0.13% | 142 |
|