Willner & Heller’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 | $832K | Buy |
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|
2025
Q2 | $795K | Buy |
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|
2025
Q1 | $692K | Buy |
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|
2024
Q4 | $725K | Buy |
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|
2024
Q3 | $699K | Buy |
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|
2024
Q2 | $636K | Buy |
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|
2024
Q1 | $644K | Buy |
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|
2023
Q4 | $560K | Buy |
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|
2022
Q4 | $420K | Buy |
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|
2022
Q3 | $384K | Buy |
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|
2022
Q2 | $395K | Buy |
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|
2022
Q1 | $511K | Buy |
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|
2021
Q4 | $480K | Buy |
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