Allworth 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 | $35K | Hold |
439
| – | – | ﹤0.01% | 2159 |
|
|
2025
Q1 | $31.8K | Hold |
439
| – | – | ﹤0.01% | 1783 |
|
|
2024
Q4 | $35K | Hold |
439
| – | – | ﹤0.01% | 1761 |
|
|
2024
Q3 | $33.4K | Hold |
439
| – | – | ﹤0.01% | 1589 |
|
|
2024
Q2 | $31.6K | Hold |
439
| – | – | ﹤0.01% | 1594 |
|
|
2024
Q1 | $32K | Sell |
439
-18
| -4% | -$1.31K | ﹤0.01% | 1502 |
|
|
2023
Q4 | $30.7K | Hold |
457
| – | – | ﹤0.01% | 1402 |
|
|
2023
Q3 | $27.3K | Hold |
457
| – | – | ﹤0.01% | 1350 |
|
|
2023
Q2 | $28.9K | Buy |
457
+1
| +0.2% | +$63 | ﹤0.01% | 1339 |
|
|
2023
Q1 | $27.6K | Buy |
456
+2
| +0.4% | +$121 | ﹤0.01% | 1290 |
|
|
2022
Q4 | $26.6K | Buy |
454
+2
| +0.4% | +$117 | ﹤0.01% | 1238 |
|
|
2022
Q3 | $24K | Buy |
452
+3
| +0.7% | +$159 | ﹤0.01% | 1218 |
|
|
2022
Q2 | $25K | Buy |
449
+1
| +0.2% | +$56 | ﹤0.01% | 1146 |
|
|
2022
Q1 | $30K | Buy |
448
+2
| +0.4% | +$134 | ﹤0.01% | 1076 |
|
|
2021
Q4 | $32K | Buy |
446
+1
| +0.2% | +$72 | ﹤0.01% | 961 |
|
|
2021
Q3 | $30K | Buy |
+445
| New | +$30K | ﹤0.01% | 912 |
|