Apollon Wealth Management’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
Q3
$823K Sell
2025
Q2
$863K Hold
2025
Q1
$803K Hold
2024
Q4
$825K Hold
2024
Q3
$824K Hold
2024
Q2
$760K Hold
2024
Q1
$789K Hold
2023
Q4
$728K Sell
2023
Q3
$1.17M Hold
2023
Q2
$1.24M Sell
2023
Q1
$1.24M Hold
2022
Q4
$1.2M Hold
2022
Q3
$1.1M Sell
2022
Q2
$1.19M Hold
2022
Q1
$1.43M Sell
2021
Q4
$1.64M Buy