Pacific Sun Financial’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $991K | Sell |
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|
2025
Q2 | $979K | Sell |
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|
2025
Q1 | $904K | Buy |
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|
2024
Q4 | $932K | Sell |
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|
2024
Q3 | $916K | Buy |
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|
2024
Q2 | $847K | Hold |
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|
2024
Q1 | $884K | Sell |
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|
2023
Q4 | $815K | Sell |
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|
2023
Q3 | $736K | Sell |
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|
2023
Q2 | $746K | Buy |
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|
2022
Q4 | $669K | Buy |
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|
2022
Q3 | $602K | Buy |
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|
2022
Q2 | $522K | Buy |
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|
2022
Q1 | $424K | Sell |
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|
2021
Q4 | $488K | Buy |
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|
2021
Q3 | $458K | Buy |
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|
2020
Q3 | $370K | Hold |
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|
2020
Q2 | $339K | Hold |
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|
2020
Q1 | $252K | Hold |
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|
2019
Q4 | $304K | Hold |
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|
2019
Q3 | $281K | Hold |
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|
2019
Q2 | $291K | Buy |
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|
2018
Q2 | $270K | Hold |
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|
2018
Q1 | $249K | Buy |
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