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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $330K | Buy |
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|
2025
Q1 | $270K | Buy |
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|
2024
Q4 | $306K | Buy |
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|
2024
Q3 | $293K | Sell |
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|
2024
Q2 | $278K | Buy |
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|
2024
Q1 | $289K | Buy |
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|
2023
Q4 | $255K | Buy |
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|
2023
Q3 | $226K | Hold |
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|
2023
Q2 | $243K | Buy |
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|
2023
Q1 | $230K | Buy |
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|
2022
Q4 | $215K | Buy |
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|
2022
Q3 | $200K | Buy |
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|
2022
Q2 | $206K | Buy |
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|
2022
Q1 | $249K | Buy |
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|
2021
Q4 | $289K | Buy |
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