Wealthcare Advisory Partners’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
2021
Q3
Sell
-7,368
Closed -$508K 562
2021
Q2
$508K Hold
7,368
0.03% 319
2021
Q1
$464K Buy
7,368
+1,812
+33% +$114K 0.03% 305
2020
Q4
$354K Buy
+5,556
New +$354K 0.03% 296