Wealth Enhancement Advisory Services’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 | $6.37M | Sell |
78,321
-2,339
| -3% | -$190K | 0.01% | 801 |
|
|
2025
Q1 | $5.76M | Sell |
80,660
-4,679
| -5% | -$334K | 0.01% | 777 |
|
|
2024
Q4 | $6.45M | Sell |
85,339
-4,464
| -5% | -$337K | 0.01% | 711 |
|
|
2024
Q3 | $6.55M | Sell |
89,803
-339
| -0.4% | -$24.7K | 0.01% | 644 |
|
|
2024
Q2 | $6.11M | Buy |
90,142
+13,662
| +18% | +$926K | 0.01% | 635 |
|
|
2024
Q1 | $5.41M | Buy |
76,480
+15,900
| +26% | +$1.12M | 0.01% | 640 |
|
|
2023
Q4 | $3.9M | Buy |
60,580
+19,865
| +49% | +$1.28M | 0.01% | 675 |
|
|
2023
Q3 | $2.33M | Buy |
+40,715
| New | +$2.33M | 0.01% | 812 |
|