Atria Wealth Solutions’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 | $695K | Sell |
8,727
-47,006
| -84% | -$3.74M | 0.02% | 780 |
|
|
2025
Q1 | $4.13M | Sell |
55,733
-208
| -0.4% | -$15.4K | 0.05% | 398 |
|
|
2024
Q4 | $4.26M | Sell |
55,941
-17
| -0% | -$1.3K | 0.05% | 396 |
|
|
2024
Q3 | $4.25M | Sell |
55,958
-570
| -1% | -$43.3K | 0.05% | 387 |
|
|
2024
Q2 | $3.96M | Buy |
56,528
+83
| +0.1% | +$5.82K | 0.04% | 395 |
|
|
2024
Q1 | $4.11M | Buy |
56,445
+129
| +0.2% | +$9.4K | 0.05% | 393 |
|
|
2023
Q4 | $3.78M | Sell |
56,316
-1,076
| -2% | -$72.2K | 0.05% | 381 |
|
|
2023
Q3 | $3.43M | Buy |
57,392
+980
| +2% | +$58.6K | 0.05% | 397 |
|
|
2023
Q2 | $3.57M | Buy |
56,412
+1,178
| +2% | +$74.6K | 0.05% | 380 |
|
|
2023
Q1 | $3.35M | Buy |
55,234
+1,529
| +3% | +$92.7K | 0.05% | 375 |
|
|
2022
Q4 | $3.15M | Buy |
53,705
+234
| +0.4% | +$13.7K | 0.05% | 364 |
|
|
2022
Q3 | $2.88M | Buy |
53,471
+3,474
| +7% | +$187K | 0.05% | 358 |
|
|
2022
Q2 | $2.82M | Buy |
49,997
+38,793
| +346% | +$2.19M | 0.05% | 344 |
|
|
2022
Q1 | $754K | Buy |
+11,204
| New | +$754K | 0.01% | 842 |
|