WGCA
Wolf Group Capital Advisors’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $5.27M | Sell |
73,823
-319
| -0.4% | -$22.8K | 1.77% | 14 |
|
|
2024
Q4 | $4.52M | Hold |
74,142
| – | – | 2.19% | 9 |
|
|
2024
Q3 | $4.52M | Buy |
74,142
+2,994
| +4% | +$182K | 2.15% | 9 |
|
|
2024
Q2 | $4.82M | Sell |
71,148
-2,994
| -4% | -$203K | 1.9% | 11 |
|
|
2024
Q1 | $4.52M | Hold |
74,142
| – | – | 2.15% | 9 |
|
|
2023
Q4 | $4.52M | Sell |
74,142
-885
| -1% | -$53.9K | 2.14% | 9 |
|
|
2023
Q3 | $4.29M | Buy |
75,027
+1,879
| +3% | +$107K | 2.03% | 11 |
|
|
2023
Q2 | $4.18M | Buy |
73,148
+2,721
| +4% | +$155K | 2.08% | 10 |
|
|
2023
Q1 | $4.05M | Sell |
70,427
-3,300
| -4% | -$190K | 2.01% | 10 |
|
|
2022
Q4 | $3.97M | Buy |
+73,727
| New | +$3.97M | 1.87% | 12 |
|