Whittier Trust’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Whittier Trust’s Portfolio IMCG Stock Details IMCG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$19.3K	Hold	240	–	–	﹤0.01%	1118
2025 Q1	$17.1K	Hold	240	–	–	﹤0.01%	1131
2024 Q4	$18.1K	Hold	240	–	–	﹤0.01%	1132
2024 Q3	$17.5K	Hold	240	–	–	﹤0.01%	1136
2024 Q2	$16.3K	Hold	240	–	–	﹤0.01%	1140
2024 Q1	$17K	Hold	240	–	–	﹤0.01%	1171
2023 Q4	$15.5K	Hold	240	–	–	﹤0.01%	1152
2023 Q3	$13.7K	Hold	240	–	–	﹤0.01%	1192
2023 Q2	$14.6K	Hold	240	–	–	﹤0.01%	1189
2023 Q1	$13.8K	Hold	240	–	–	﹤0.01%	1241
2022 Q4	$12.9K	Hold	240	–	–	﹤0.01%	1243
2022 Q3	$12K	Hold	240	–	–	﹤0.01%	1306
2022 Q2	$12K	Hold	240	–	–	﹤0.01%	1285
2022 Q1	$15K	Hold	240	–	–	﹤0.01%	1266
2021 Q4	$18K	Hold	240	–	–	﹤0.01%	1207
2021 Q3	$17K	Hold	240	–	–	﹤0.01%	1166
2021 Q2	$17K	Hold	240	–	–	﹤0.01%	1185
2021 Q1	$15K	Hold	240	–	–	﹤0.01%	1180
2020 Q4	$15K	Hold	240	–	–	﹤0.01%	1101
2020 Q3	$13K	Hold	240	–	–	﹤0.01%	1085
2020 Q2	$12K	Hold	240	–	–	﹤0.01%	1040
2020 Q1	$9K	Hold	240	–	–	﹤0.01%	1121
2019 Q4	$11K	Hold	240	–	–	﹤0.01%	1121
2019 Q3	$10K	Hold	240	–	–	﹤0.01%	1134
2019 Q2	$10K	Hold	240	–	–	﹤0.01%	1071
2019 Q1	$9K	Hold	240	–	–	﹤0.01%	1073
2018 Q4	$8K	Hold	240	–	–	﹤0.01%	1125
2018 Q3	$9K	Hold	240	–	–	﹤0.01%	1055
2018 Q2	$9K	Hold	240	–	–	﹤0.01%	1037
2018 Q1	$8K	Hold	240	–	–	﹤0.01%	1081
2017 Q4	$8K	Hold	240	–	–	﹤0.01%	1062
2017 Q3	$8K	Hold	240	–	–	﹤0.01%	1068
2017 Q2	$7K	Hold	240	–	–	﹤0.01%	1042
2017 Q1	$7K	Hold	240	–	–	﹤0.01%	1075
2016 Q4	$6K	Hold	240	–	–	﹤0.01%	1025
2016 Q3	$7K	Hold	240	–	–	﹤0.01%	1004
2016 Q2	$6K	Hold	240	–	–	﹤0.01%	1040
2016 Q1	$6K	Hold	240	–	–	﹤0.01%	1016
2015 Q4	$6K	Hold	240	–	–	﹤0.01%	1018
2015 Q3	$6K	Hold	240	–	–	﹤0.01%	1003
2015 Q2	$7K	Hold	240	–	–	﹤0.01%	1047
2015 Q1	$7K	Hold	240	–	–	﹤0.01%	1059
2014 Q4	$6K	Hold	240	–	–	﹤0.01%	932
2014 Q3	$6K	Hold	240	–	–	﹤0.01%	920
2014 Q2	$6K	Hold	240	–	–	﹤0.01%	917
2014 Q1	$6K	Hold	240	–	–	﹤0.01%	941
2013 Q4	$6K	Hold	240	–	–	﹤0.01%	947
2013 Q3	$5K	Hold	240	–	–	﹤0.01%	968
2013 Q2	$5K	Buy	+240	New	+$5K	﹤0.01%	968