Allworth Financial’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 | $35K | Hold |
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|
2025
Q1 | $31.8K | Hold |
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|
2024
Q4 | $35K | Hold |
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|
2024
Q3 | $33.4K | Hold |
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|
2024
Q2 | $31.6K | Hold |
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|
2024
Q1 | $32K | Sell |
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|
2023
Q4 | $30.7K | Hold |
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|
2023
Q3 | $27.3K | Hold |
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|
2023
Q2 | $28.9K | Buy |
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|
2023
Q1 | $27.6K | Buy |
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|
2022
Q4 | $26.6K | Buy |
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|
2022
Q3 | $24K | Buy |
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|
2022
Q2 | $25K | Buy |
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|
2022
Q1 | $30K | Buy |
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|
2021
Q4 | $32K | Buy |
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|
2021
Q3 | $30K | Buy |
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