49 Wealth Management’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $382K | Buy |
4,790
+16
| +0.3% | +$1.28K | 0.04% | 106 |
|
|
2025
Q1 | $354K | Buy |
4,774
+17
| +0.4% | +$1.26K | 0.04% | 119 |
|
|
2024
Q4 | $362K | Buy |
4,757
+19
| +0.4% | +$1.45K | 0.05% | 103 |
|
|
2024
Q3 | $360K | Buy |
4,738
+20
| +0.4% | +$1.52K | 0.06% | 105 |
|
|
2024
Q2 | $329K | Buy |
+4,718
| New | +$329K | 0.06% | 110 |
|
|
2024
Q1 | – | Sell |
-5,160
| Closed | -$346K | – | 134 |
|
|
2023
Q4 | $346K | Buy |
+5,160
| New | +$346K | 0.09% | 73 |
|