Adell Harriman & Carpenter’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 | $343K | Hold |
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|
2025
Q1 | $319K | Sell |
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|
2024
Q4 | $449K | Hold |
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|
2024
Q3 | $449K | Hold |
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|
2024
Q2 | $414K | Hold |
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|
2024
Q1 | $430K | Hold |
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|
2023
Q4 | $396K | Hold |
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|
2023
Q3 | $352K | Hold |
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|
2023
Q2 | $374K | Hold |
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|
2023
Q1 | $358K | Hold |
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|
2022
Q4 | $346K | Sell |
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|
2022
Q3 | $345K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $446K | Hold |
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|
2021
Q4 | $471K | Hold |
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|
2021
Q3 | $441K | Hold |
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|
2021
Q2 | $445K | Hold |
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|
2021
Q1 | $417K | Hold |
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|
2020
Q4 | $388K | Hold |
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|
2020
Q3 | $332K | Hold |
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|
2020
Q2 | $306K | Hold |
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|
2020
Q1 | $254K | Hold |
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|
2019
Q4 | $347K | Sell |
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|
2019
Q3 | $376K | Buy |
|