Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio IMCG Stock Details IMCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.48M Sell
55,927
-23,573
-30% -$1.93M 0.01% 940
2025
Q4 		$6.6M Buy
79,500
+476
+0.6% +$38.7K 0.01% 882
2025
Q3 		$6.54M Buy
79,024
+703
+0.9% +$57.3K 0.01% 828
2025
Q2 		$6.37M Sell
78,321
-2,339
-3% -$174K 0.01% 802
2025
Q1 		$5.76M Sell
80,660
-4,679
-5% -$357K 0.01% 778
2024
Q4 		$6.45M Sell
85,339
-4,464
-5% -$342K 0.01% 712
2024
Q3 		$6.55M Sell
89,803
-339
-0.4% -$23.5K 0.01% 645
2024
Q2 		$6.11M Buy
90,142
+13,662
+18% +$929K 0.01% 635
2024
Q1 		$5.41M Buy
76,480
+15,900
+26% +$1.06M 0.01% 640
2023
Q4 		$3.9M Buy
60,580
+19,865
+49% +$1.17M 0.01% 675
2023
Q3 		$2.33M Buy
+40,715
New +$2.46M 0.01% 812

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