Windsor Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $564K | Hold |
9,876
| – | – | 0.1% | 94 |
|
|
2023
Q2 | $602K | Hold |
9,876
| – | – | 0.11% | 92 |
|
|
2023
Q1 | $558K | Hold |
9,876
| – | – | 0.11% | 94 |
|
|
2022
Q4 | $539K | Hold |
9,876
| – | – | 0.11% | 91 |
|
|
2022
Q3 | $507K | Hold |
9,876
| – | – | 0.13% | 91 |
|
|
2022
Q2 | $526K | Hold |
9,876
| – | – | 0.13% | 90 |
|
|
2022
Q1 | $621K | Hold |
9,876
| – | – | 0.11% | 136 |
|
|
2021
Q4 | $711K | Hold |
9,876
| – | – | 0.13% | 130 |
|
|
2021
Q3 | $687K | Hold |
9,876
| – | – | 0.14% | 129 |
|
|
2021
Q2 | $680K | Hold |
9,876
| – | – | 0.15% | 131 |
|
|
2021
Q1 | $622K | Hold |
9,876
| – | – | 0.15% | 126 |
|
|
2020
Q4 | $630K | Hold |
9,876
| – | – | 0.16% | 118 |
|
|
2020
Q3 | $556K | Hold |
9,876
| – | – | 0.16% | 119 |
|
|
2020
Q2 | $483K | Buy |
+9,876
| New | +$483K | 0.15% | 122 |
|