Pathstone Holdings
IMCG icon

Pathstone Holdings’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Pathstone Holdings’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
-9,600
Closed -$686K – 2254
2025
Q1 		$686K Sell
9,600
-1,338
-12% -$102K ﹤0.01% 1559
2024
Q4 		$826K Buy
10,938
+17
+0.2% +$1.3K ﹤0.01% 1464
2024
Q3 		$797K Buy
10,921
+1,321
+14% +$91.6K ﹤0.01% 1487
2024
Q2 		$650K Sell
9,600
-1,710
-15% -$116K ﹤0.01% 1557
2024
Q1 		$799K Hold
11,310
– – ﹤0.01% 1429
2023
Q4 		$729K Buy
+11,310
New +$664K ﹤0.01% 1272

Other funds holding IMCG

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
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