WMG Financial Advisors’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
2022
Q2
Sell
-5,160
Closed -$333K 160
2022
Q1
$333K Hold
5,160
0.24% 98
2021
Q4
$377K Buy
+5,160
New +$377K 0.29% 92