WR Wealth Planners’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$929K Sell
2024
Q3
$1.03M Buy
2024
Q2
$940K Sell
2024
Q1
$999K Sell
2023
Q4
$1.14M Sell
2023
Q3
$1.01M Buy
2023
Q2
$857K Buy
2023
Q1
$799K Buy
2022
Q4
$709K Buy