PP
IMCG icon

PFS Partners’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

PFS Partners’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
2026
Q1 		$8.03M Buy
101,932
+3,695
+4% +$303K 3.68% 9
2025
Q4 		$7.84M Buy
98,237
+1,068
+1% +$86.8K 3.6% 9
2025
Q3 		$8.04M Buy
97,169
+792
+0.8% +$64.6K 3.82% 9
2025
Q2 		$7.73M Buy
96,377
+708
+0.7% +$52.6K 3.9% 9
2025
Q1 		$6.83M Buy
95,669
+2,026
+2% +$154K 3.64% 9
2024
Q4 		$7.07M Buy
93,643
+1,301
+1% +$99.5K 3.85% 9
2024
Q3 		$6.74M Buy
92,342
+848
+0.9% +$58.8K 3.88% 8
2024
Q2 		$6.2M Buy
91,494
+1,361
+2% +$92.6K 3.91% 9
2024
Q1 		$6.37M Buy
90,133
+2,222
+3% +$148K 4.32% 7
2023
Q4 		$5.67M Buy
+87,911
New +$5.16M 3.87% 9

Other funds holding IMCG

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return