Advisornet Financial’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 | $77.8K | Buy |
977
+2
| +0.2% | +$159 | 0.01% | 826 |
|
|
2025
Q1 | $72.2K | Buy |
975
+3
| +0.3% | +$222 | 0.01% | 818 |
|
|
2024
Q4 | $74K | Buy |
972
+3
| +0.3% | +$228 | 0.01% | 759 |
|
|
2024
Q3 | $73.7K | Buy |
969
+3
| +0.3% | +$228 | 0.01% | 776 |
|
|
2024
Q2 | $67.7K | Buy |
966
+18
| +2% | +$1.26K | 0.01% | 736 |
|
|
2024
Q1 | $69.1K | Buy |
948
+2
| +0.2% | +$146 | 0.01% | 726 |
|
|
2023
Q4 | $63.5K | Buy |
946
+7
| +0.7% | +$470 | 0.01% | 749 |
|
|
2023
Q3 | $56.1K | Hold |
939
| – | – | 0.01% | 756 |
|
|
2023
Q2 | $59.4K | Buy |
939
+2
| +0.2% | +$127 | 0.01% | 767 |
|
|
2023
Q1 | $56.8K | Buy |
937
+3
| +0.3% | +$182 | 0.01% | 763 |
|
|
2022
Q4 | $54.8K | Buy |
934
+61
| +7% | +$3.58K | 0.01% | 764 |
|
|
2022
Q3 | $47K | Hold |
873
| – | – | ﹤0.01% | 859 |
|
|
2022
Q2 | $49K | Buy |
873
+589
| +207% | +$33.1K | ﹤0.01% | 866 |
|
|
2022
Q1 | $19K | Hold |
284
| – | – | ﹤0.01% | 1254 |
|
|
2021
Q4 | $20K | Hold |
284
| – | – | ﹤0.01% | 1279 |
|
|
2021
Q3 | $19K | Buy |
+284
| New | +$19K | ﹤0.01% | 1256 |
|