WMWM
Whitaker-Myers Wealth Managers’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $578K | Sell |
7,201
-442
| -6% | -$35.5K | 0.15% | 69 |
|
|
2025
Q1 | $546K | Sell |
7,643
-277
| -3% | -$19.8K | 0.15% | 58 |
|
|
2024
Q4 | $598K | Sell |
7,920
-993
| -11% | -$75K | 0.17% | 54 |
|
|
2024
Q3 | $650K | Sell |
8,913
-2,167
| -20% | -$158K | 0.22% | 52 |
|
|
2024
Q2 | $751K | Sell |
11,080
-15,542
| -58% | -$1.05M | 0.28% | 47 |
|
|
2024
Q1 | $1.88M | Sell |
26,622
-382
| -1% | -$27K | 0.79% | 19 |
|
|
2023
Q4 | $1.74M | Buy |
27,004
+6,079
| +29% | +$392K | 0.87% | 19 |
|
|
2023
Q3 | $1.2M | Buy |
20,925
+3,277
| +19% | +$187K | 0.74% | 29 |
|
|
2023
Q2 | $1.08M | Buy |
17,648
+3,038
| +21% | +$185K | 0.72% | 30 |
|
|
2023
Q1 | $841K | Buy |
14,610
+2,034
| +16% | +$117K | 0.65% | 34 |
|
|
2022
Q4 | $678K | Buy |
+12,576
| New | +$678K | 0.65% | 36 |
|