Atria Wealth Solutions’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 | $695K | Sell |
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|
2025
Q1 | $4.13M | Sell |
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|
2024
Q4 | $4.26M | Sell |
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|
2024
Q3 | $4.25M | Sell |
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|
2024
Q2 | $3.96M | Buy |
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|
2024
Q1 | $4.11M | Buy |
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|
2023
Q4 | $3.78M | Sell |
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|
2023
Q3 | $3.43M | Buy |
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|
2023
Q2 | $3.57M | Buy |
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|
2023
Q1 | $3.35M | Buy |
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|
2022
Q4 | $3.15M | Buy |
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|
2022
Q3 | $2.88M | Buy |
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|
2022
Q2 | $2.82M | Buy |
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|
2022
Q1 | $754K | Buy |
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