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Jim Saulnier & Associates’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Jim Saulnier & Associates’s Portfolio IMCG Stock Details IMCG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.56M Sell
19,450
-2,233
-10% -$179K 1.06% 23
2025
Q1 		$1.55M Buy
21,683
+917
+4% +$65.5K 1.21% 20
2024
Q4 		$1.57M Buy
20,766
+3,919
+23% +$296K 1.35% 17
2024
Q3 		$1.23M Buy
+16,847
New +$1.23M 1.2% 20