WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $929K | Sell |
12,298
-1,876
| -13% | -$142K | 0.3% | 50 |
|
|
2024
Q3 | $1.03M | Buy |
14,174
+304
| +2% | +$22.2K | 0.29% | 59 |
|
|
2024
Q2 | $940K | Sell |
13,870
-262
| -2% | -$17.8K | 0.29% | 52 |
|
|
2024
Q1 | $999K | Sell |
14,132
-3,543
| -20% | -$250K | 0.31% | 49 |
|
|
2023
Q4 | $1.14M | Sell |
17,675
-31
| -0.2% | -$2K | 0.42% | 45 |
|
|
2023
Q3 | $1.01M | Buy |
17,706
+3,647
| +26% | +$208K | 0.39% | 44 |
|
|
2023
Q2 | $857K | Buy |
14,059
+180
| +1% | +$11K | 0.33% | 51 |
|
|
2023
Q1 | $799K | Buy |
13,879
+712
| +5% | +$41K | 0.35% | 48 |
|
|
2022
Q4 | $709K | Buy |
+13,167
| New | +$709K | 0.44% | 44 |
|