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G&S Capital’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

G&S Capital’s Portfolio IMCG Stock Details IMCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-9,488
Closed -$678K – 128
2025
Q1 		$678K Buy
9,488
+364
+4% +$27.7K 0.29% 85
2024
Q4 		$689K Buy
+9,124
New +$698K 0.28% 88
2021
Q2 		– Sell
-15,426
Closed -$972K – 116
2021
Q1 		$972K Buy
15,426
+2,400
+18% +$155K 0.57% 51
2020
Q4 		$830K Buy
13,026
+210
+2% +$12.4K 0.5% 53
2020
Q3 		$684K Buy
+12,816
New +$668K 0.49% 50
2019
Q4 		– Sell
-258
Closed -$10K – 231
2019
Q3 		$10K Hold
258
– – 0.01% 169
2019
Q2 		$11K Hold
258
– – 0.01% 178
2019
Q1 		$10K Buy
+258
New +$9.49K 0.01% 170

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Morgan Stanley
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Raymond James Financial
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Northwestern Mutual Wealth Management
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AWM
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return