Visionary Wealth Advisors’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.03M	Sell	25,734 -46	-0.2%	-$3.77K	0.09%	195
2025 Q4	$2.06M	Sell	25,780 -3,997	-13%	-$325K	0.09%	192
2025 Q3	$2.46M	Sell	29,777 -5,250	-15%	-$428K	0.11%	171
2025 Q2	$2.81M	Buy	35,027 +663	+2%	+$49.3K	0.14%	163
2025 Q1	$2.45M	Sell	34,364 -1,012	-3%	-$77.1K	0.15%	154
2024 Q4	$2.67M	Buy	35,376 +954	+3%	+$73K	0.16%	143
2024 Q3	$2.51M	Sell	34,422 -3,455	-9%	-$240K	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%	+$178K	0.17%	141
2023 Q4	$2.17M	Buy	33,612 +11,315	+51%	+$665K	0.16%	149
2023 Q3	$1.27M	Sell	22,297 -398	-2%	-$24K	0.1%	190
2023 Q2	$1.38M	Sell	22,695 -1,260	-5%	-$72.3K	0.11%	182
2023 Q1	$1.38M	Buy	23,955 +210	+0.9%	+$12K	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%	-$228K	0.13%	151
2022 Q2	$1.46M	Buy	+28,125	New	+$1.6M	0.13%	142