SFS
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Sowell Financial Services’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Sowell Financial Services’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
2022
Q1 		– Sell
-35,655
Closed -$2.61M – 329
2021
Q4 		$2.61M Buy
35,655
+10,948
+44% +$796K 0.15% 158
2021
Q3 		$1.7M Buy
24,707
+9,991
+68% +$706K 0.11% 203
2021
Q2 		$1.01M Sell
14,716
-53,882
-79% -$3.55M 0.07% 301
2021
Q1 		$738K Buy
68,598
+68,358
+28,483% +$4.43M 0.03% 503
2020
Q4 		$15K Hold
240
– – ﹤0.01% 1856
2020
Q3 		$13K Hold
240
– – ﹤0.01% 1730
2020
Q2 		$12K Hold
240
– – ﹤0.01% 1625
2020
Q1 		$9K Hold
240
– – ﹤0.01% 1632
2019
Q4 		$11K Buy
+240
New +$10.1K ﹤0.01% 1652

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