Wealthspire Advisors (Maryland)’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
2016
Q3
Sell
-1,722
Closed -$45K 1772
2016
Q2
$45K Hold
1,722
0.01% 762
2016
Q1
$44K Sell
1,722
-1,662
-49% -$42.5K 0.01% 735
2015
Q4
$87K Buy
+3,384
New +$87K 0.02% 561