Whitaker-Myers Wealth Managers’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
Q3 | $546K | Sell |
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|
2025
Q2 | $578K | Sell |
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|
2025
Q1 | $546K | Sell |
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|
2024
Q4 | $598K | Sell |
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|
2024
Q3 | $650K | Sell |
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|
2024
Q2 | $751K | Sell |
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|
2024
Q1 | $1.88M | Sell |
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|
2023
Q4 | $1.74M | Buy |
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|
2023
Q3 | $1.2M | Buy |
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|
2023
Q2 | $1.08M | Buy |
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|
2023
Q1 | $841K | Buy |
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|
2022
Q4 | $678K | Buy |
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