Private Trust Company’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 | $337K | Sell |
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|
2025
Q2 | $329K | Buy |
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|
2025
Q1 | $286K | Buy |
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|
2024
Q4 | $163K | Buy |
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|
2024
Q3 | $135K | Hold |
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|
2024
Q2 | $125K | Sell |
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|
2024
Q1 | $134K | Sell |
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|
2023
Q4 | $179K | Buy |
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|
2023
Q3 | $134K | Buy |
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|
2023
Q2 | $89.9K | Sell |
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|
2023
Q1 | $91.1K | Hold |
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|
2022
Q4 | $85K | Buy |
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|
2022
Q3 | $76K | Buy |
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