PFS Partners’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 | $7.73M | Buy |
96,377
+708
| +0.7% | +$56.8K | 3.89% | 9 |
|
|
2025
Q1 | $6.83M | Buy |
95,669
+2,026
| +2% | +$145K | 3.61% | 9 |
|
|
2024
Q4 | $7.07M | Buy |
93,643
+1,301
| +1% | +$98.3K | 3.79% | 9 |
|
|
2024
Q3 | $6.74M | Buy |
92,342
+848
| +0.9% | +$61.9K | 3.81% | 8 |
|
|
2024
Q2 | $6.2M | Buy |
91,494
+1,361
| +2% | +$92.2K | 3.86% | 9 |
|
|
2024
Q1 | $6.37M | Buy |
90,133
+2,222
| +3% | +$157K | 4.22% | 7 |
|
|
2023
Q4 | $5.67M | Buy |
+87,911
| New | +$5.67M | 3.87% | 9 |
|