Addison Advisors’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $211K | Sell |
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|
2025
Q1 | $295K | Hold |
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|
2024
Q4 | $303K | Hold |
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|
2024
Q3 | $303K | Sell |
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|
2024
Q2 | $284K | Hold |
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|
2024
Q1 | $295K | Hold |
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|
2023
Q4 | $272K | Buy |
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|
2023
Q3 | $83.6K | Sell |
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|
2023
Q2 | $117K | Buy |
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|
2023
Q1 | $39.1K | Buy |
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|
2022
Q4 | $11.1K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $33K | Buy |
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