Jones Financial Companies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Buy |
17,653
+6,446
| +58% | +$514K | ﹤0.01% | 873 |
|
|
2025
Q1 | $799K | Buy |
11,207
+6,404
| +133% | +$457K | ﹤0.01% | 950 |
|
|
2024
Q4 | $363K | Buy |
4,803
+2,484
| +107% | +$188K | ﹤0.01% | 1120 |
|
|
2024
Q3 | $169K | Buy |
2,319
+1,623
| +233% | +$118K | ﹤0.01% | 1194 |
|
|
2024
Q2 | $47.2K | Buy |
+696
| New | +$47.2K | ﹤0.01% | 1272 |
|
|
2023
Q4 | – | Sell |
-360
| Closed | -$20.6K | – | 1021 |
|
|
2023
Q3 | $20.6K | Buy |
+360
| New | +$20.6K | ﹤0.01% | 431 |
|