Pathstone Family Office’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
2023
Q3
$646K Buy
2023
Q2
$585K Hold
2023
Q1
$553K Sell
2022
Q4
$1.03M Hold
2022
Q3
$968K Buy
2022
Q2
$499K Buy