AE 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 | $107K | Buy |
1,348
+666
| +98% | +$53K | ﹤0.01% | 1466 |
|
|
2025
Q1 | $50.5K | Buy |
682
+514
| +306% | +$38.1K | ﹤0.01% | 1584 |
|
|
2024
Q4 | $12.8K | Buy |
+168
| New | +$12.8K | ﹤0.01% | 1810 |
|
|
2020
Q1 | – | Sell |
-14,256
| Closed | -$747K | – | 1185 |
|
|
2019
Q4 | $747K | Sell |
14,256
-20,372
| -59% | -$1.07M | 0.02% | 602 |
|
|
2019
Q3 | $1.71M | Buy |
+34,628
| New | +$1.71M | 0.05% | 301 |
|