Pinnacle Associates’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 | $463K | Hold |
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|
2025
Q2 | $449K | Sell |
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|
2025
Q1 | $493K | Buy |
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|
2024
Q4 | $363K | Sell |
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|
2024
Q3 | $590K | Buy |
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|
2024
Q2 | $488K | Hold |
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|
2024
Q1 | $509K | Sell |
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|
2023
Q4 | $590K | Buy |
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|
2023
Q3 | $386K | Hold |
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|
2023
Q2 | $411K | Hold |
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|
2023
Q1 | $389K | Buy |
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|
2022
Q4 | $259K | Hold |
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|
2022
Q3 | $242K | Hold |
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|
2022
Q2 | $249K | Hold |
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|
2022
Q1 | $309K | Hold |
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|
2021
Q4 | $352K | Hold |
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|
2021
Q3 | $331K | Hold |
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|
2021
Q2 | $331K | Hold |
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|
2021
Q1 | $303K | Sell |
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|
2020
Q4 | $312K | Hold |
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|
2020
Q3 | $261K | Buy |
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|
2020
Q2 | $235K | Buy |
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