WealthCare Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $330K | Buy |
4,065
+7
| +0.2% | +$569 | 0.12% | 123 |
|
|
2025
Q1 | $270K | Buy |
4,058
+7
| +0.2% | +$465 | 0.11% | 123 |
|
|
2024
Q4 | $306K | Buy |
4,051
+9
| +0.2% | +$679 | 0.13% | 112 |
|
|
2024
Q3 | $293K | Sell |
4,042
-59
| -1% | -$4.27K | 0.13% | 110 |
|
|
2024
Q2 | $278K | Buy |
4,101
+7
| +0.2% | +$474 | 0.13% | 110 |
|
|
2024
Q1 | $289K | Buy |
4,094
+76
| +2% | +$5.37K | 0.14% | 106 |
|
|
2023
Q4 | $255K | Buy |
4,018
+21
| +0.5% | +$1.33K | 0.14% | 109 |
|
|
2023
Q3 | $226K | Hold |
3,997
| – | – | 0.14% | 109 |
|
|
2023
Q2 | $243K | Buy |
3,997
+7
| +0.2% | +$425 | 0.15% | 101 |
|
|
2023
Q1 | $230K | Buy |
3,990
+8
| +0.2% | +$461 | 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% | +$554 | 0.17% | 106 |
|
|
2022
Q2 | $206K | Buy |
3,958
+6
| +0.2% | +$312 | 0.18% | 104 |
|
|
2022
Q1 | $249K | Buy |
3,952
+6
| +0.2% | +$378 | 0.22% | 88 |
|
|
2021
Q4 | $289K | Buy |
+3,946
| New | +$289K | 0.28% | 79 |
|