Willner & Heller’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $795K | Buy |
9,914
+227
| +2% | +$18.2K | 0.67% | 43 |
|
|
2025
Q1 | $692K | Buy |
9,687
+90
| +0.9% | +$6.43K | 0.64% | 50 |
|
|
2024
Q4 | $725K | Buy |
9,597
+21
| +0.2% | +$1.59K | 0.64% | 47 |
|
|
2024
Q3 | $699K | Buy |
9,576
+187
| +2% | +$13.6K | 0.62% | 47 |
|
|
2024
Q2 | $636K | Buy |
9,389
+284
| +3% | +$19.2K | 0.61% | 46 |
|
|
2024
Q1 | $644K | Buy |
9,105
+417
| +5% | +$29.5K | 0.64% | 50 |
|
|
2023
Q4 | $560K | Buy |
+8,688
| New | +$560K | 0.63% | 51 |
|
|
2022
Q4 | $420K | Buy |
7,789
+162
| +2% | +$8.73K | 0.6% | 60 |
|
|
2022
Q3 | $384K | Buy |
7,627
+25
| +0.3% | +$1.26K | 0.62% | 57 |
|
|
2022
Q2 | $395K | Buy |
7,602
+619
| +9% | +$32.2K | 0.61% | 58 |
|
|
2022
Q1 | $511K | Buy |
6,983
+11
| +0.2% | +$805 | 0.63% | 53 |
|
|
2021
Q4 | $480K | Buy |
+6,972
| New | +$480K | 0.64% | 52 |
|