WCAMG
Woodard & Company Asset Management Group’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
Q2 | $1.11K | Hold |
14
| – | – | ﹤0.01% | 137 |
|
|
2025
Q1 | $987 | Sell |
14
-2,399
| -99% | -$169K | ﹤0.01% | 138 |
|
|
2024
Q4 | $182K | Sell |
2,413
-72
| -3% | -$5.44K | 0.04% | 96 |
|
|
2024
Q3 | $181K | Sell |
2,485
-92
| -4% | -$6.71K | 0.04% | 94 |
|
|
2024
Q2 | $175K | Buy |
2,577
+57
| +2% | +$3.86K | 0.04% | 90 |
|
|
2024
Q1 | $178K | Buy |
2,520
+28
| +1% | +$1.98K | 0.05% | 84 |
|
|
2023
Q4 | $161K | Sell |
2,492
-73
| -3% | -$4.71K | 0.05% | 81 |
|
|
2023
Q3 | $147K | Buy |
2,565
+1,235
| +93% | +$70.6K | 0.05% | 77 |
|
|
2023
Q2 | $81.1K | Buy |
+1,330
| New | +$81.1K | 0.03% | 83 |
|
|
2022
Q2 | – | Sell |
-40,103
| Closed | -$2.58M | – | 114 |
|
|
2022
Q1 | $2.58M | Buy |
+40,103
| New | +$2.58M | 1.08% | 14 |
|