Barrett & Company’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 | $268K | Buy |
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|
2025
Q2 | $256K | Buy |
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|
2025
Q1 | $237K | Buy |
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|
2024
Q4 | $243K | Buy |
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|
2024
Q3 | $242K | Buy |
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|
2024
Q2 | $222K | Buy |
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|
2024
Q1 | $230K | Buy |
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|
2023
Q4 | $211K | Buy |
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|
2023
Q3 | $186K | Hold |
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|
2023
Q2 | $197K | Buy |
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|
2023
Q1 | $188K | Buy |
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|
2022
Q4 | $182K | Hold |
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|
2022
Q3 | $182K | Buy |
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