Pinnacle Financial 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
Q1 | $249K | Hold |
3,483
| – | – | 0.01% | 411 |
|
|
2024
Q4 | $263K | Hold |
3,483
| – | – | 0.01% | 395 |
|
|
2024
Q3 | $254K | Hold |
3,483
| – | – | 0.01% | 405 |
|
|
2024
Q2 | $236K | Hold |
3,483
| – | – | 0.01% | 399 |
|
|
2024
Q1 | $246K | Sell |
3,483
-244
| -7% | -$17.2K | 0.01% | 402 |
|
|
2023
Q4 | $240K | Sell |
3,727
-921
| -20% | -$59.4K | 0.01% | 388 |
|
|
2023
Q3 | $266K | Hold |
4,648
| – | – | 0.01% | 352 |
|
|
2023
Q2 | $283K | Hold |
4,648
| – | – | 0.01% | 345 |
|
|
2023
Q1 | $268K | Buy |
+4,648
| New | +$268K | 0.01% | 351 |
|