Apollon 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 | $863K | Hold |
10,838
| – | – | 0.02% | 595 |
|
|
2025
Q1 | $803K | Hold |
10,838
| – | – | 0.02% | 577 |
|
|
2024
Q4 | $825K | Hold |
10,838
| – | – | 0.02% | 581 |
|
|
2024
Q3 | $824K | Hold |
10,838
| – | – | 0.02% | 546 |
|
|
2024
Q2 | $760K | Hold |
10,838
| – | – | 0.02% | 550 |
|
|
2024
Q1 | $789K | Hold |
10,838
| – | – | 0.02% | 539 |
|
|
2023
Q4 | $728K | Sell |
10,838
-8,720
| -45% | -$585K | 0.03% | 555 |
|
|
2023
Q3 | $1.17M | Hold |
19,558
| – | – | 0.06% | 320 |
|
|
2023
Q2 | $1.24M | Sell |
19,558
-830
| -4% | -$52.5K | 0.06% | 337 |
|
|
2023
Q1 | $1.24M | Hold |
20,388
| – | – | 0.08% | 274 |
|
|
2022
Q4 | $1.2M | Hold |
20,388
| – | – | 0.08% | 250 |
|
|
2022
Q3 | $1.1M | Sell |
20,388
-800
| -4% | -$43.1K | 0.09% | 227 |
|
|
2022
Q2 | $1.19M | Hold |
21,188
| – | – | 0.1% | 226 |
|
|
2022
Q1 | $1.43M | Sell |
21,188
-1,920
| -8% | -$129K | 0.1% | 206 |
|
|
2021
Q4 | $1.64M | Buy |
+23,108
| New | +$1.64M | 0.12% | 186 |
|