Wood Tarver Financial Group’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
$7.43M Buy
92,614
+4,271
+5% +$343K 2.24% 10
2025
Q1
$6.31M Buy
88,343
+9,021
+11% +$644K 2.05% 11
2024
Q4
$5.99M Buy
+79,322
New +$5.99M 2% 11