Iag Wealth Partners, LLC Ishare Morningstar Mid Cap Gro Transaction History

Iag Wealth Partners, LLC

$743 Million
Q3 2025

A detailed history of Iag Wealth Partners, LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Iag Wealth Partners, LLC holds 210,662 shares of IMCG stock, worth $16.9 Million. This represents 2.35% of its overall portfolio holdings.

Number of Shares

210,662

Previous 195,304 7.86%

Holding current value

$16.9 Million

Previous $15.7 Million 11.23%

% of portfolio

2.35%

Previous 2.3%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$79.89 - $83.25 $1.23 Million - $1.28 Million	15,358 Added 7.86%	210,662 $17.4 Million
Q2 2025 Aug 13, 2025	BUY	$63.36 - $80.23 $686,759 - $869,612	10,839 Added 5.88%	195,304 $15.7 Million
Q1 2025 Apr 16, 2025	BUY	$69.69 - $79.99 $973,011 - $1.12 Million	13,962 Added 8.19%	184,465 $13.2 Million
Q4 2024 Feb 10, 2025	SELL	$72.18 - $81.41 $21,798 - $24,585	-302 Reduced 0.18%	170,503 $12.9 Million
Q3 2024 Oct 29, 2024	BUY	$65.15 - $72.97 $346,402 - $387,981	5,317 Added 3.21%	170,805 $12.5 Million

Q2 2024 Jul 16, 2024	BUY	$65.46 - $70.15 $393,676 - $421,882	6,014 Added 3.77%	165,488 $11.2 Million
Q1 2024 Apr 24, 2024	BUY	$62.4 - $70.68 $433,180 - $490,660	6,942 Added 4.55%	159,474 $11.3 Million
Q4 2023 Feb 02, 2024	BUY	$53.24 - $64.9 $8.12 Million - $9.9 Million	152,532 New	152,532 $9.83 Million

Others Institutions Holding IMCG

# of Institutions

403

Shares Held

27.2M

Call Options Held

Put Options Held

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About ISHARE MORNINGSTAR MID CAP GRO

Ticker IMCG
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Iag Wealth Partners, LLC Ishare Morningstar Mid Cap Gro Transaction History