WealthCare Investment Partners’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	$328K	Buy	4,090 +6	+0.1%	+$492	0.09%	147
2025 Q4	$330K	Buy	4,084 +11	+0.3%	+$894	0.1%	142
2025 Q3	$336K	Buy	4,073 +8	+0.2%	+$652	0.11%	132
2025 Q2	$330K	Buy	4,065 +7	+0.2%	+$520	0.12%	123
2025 Q1	$270K	Buy	4,058 +7	+0.2%	+$533	0.11%	123
2024 Q4	$306K	Buy	4,051 +9	+0.2%	+$689	0.13%	112
2024 Q3	$293K	Sell	4,042 -59	-1%	-$4.09K	0.13%	110
2024 Q2	$278K	Buy	4,101 +7	+0.2%	+$476	0.13%	110
2024 Q1	$289K	Buy	4,094 +76	+2%	+$5.06K	0.14%	106
2023 Q4	$255K	Buy	4,018 +21	+0.5%	+$1.23K	0.14%	109
2023 Q3	$226K	Hold	3,997	–	–	0.14%	109
2023 Q2	$243K	Buy	3,997 +7	+0.2%	+$401	0.15%	101
2023 Q1	$230K	Buy	3,990 +8	+0.2%	+$457	0.14%	111
2022 Q4	$215K	Buy	3,982 +13	+0.3%	+$700	0.15%	108
2022 Q3	$200K	Buy	3,969 +11	+0.3%	+$613	0.17%	106
2022 Q2	$206K	Buy	3,958 +6	+0.2%	+$342	0.18%	104
2022 Q1	$249K	Buy	3,952 +6	+0.2%	+$386	0.22%	88
2021 Q4	$289K	Buy	+3,946	New	+$287K	0.28%	79