WealthSource 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
Q2
Sell
-6,282
Closed -$396K 472
2021
Q1
$396K Buy
+6,282
New +$396K 0.04% 285
2020
Q1
Sell
-12,240
Closed -$536K 377
2019
Q4
$536K Buy
+12,240
New +$536K 0.07% 218