Western Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $1M | Buy |
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|
2022
Q2 | $925K | Sell |
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|
2022
Q1 | $1.15M | Buy |
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|
2021
Q4 | $696K | Buy |
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|
2021
Q2 | $692K | Sell |
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|
2021
Q1 | $637K | Sell |
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|
2020
Q4 | $667K | Buy |
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|
2020
Q3 | $532K | Sell |
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|
2020
Q2 | $498K | Buy |
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|
2020
Q1 | $337K | Hold |
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|
2019
Q4 | $407K | Sell |
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|
2019
Q3 | $1.57M | Buy |
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|
2019
Q2 | $377K | Sell |
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|
2019
Q1 | $1.24M | Sell |
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|
2018
Q4 | $1.13M | Buy |
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