Bedel Financial Consulting’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 | $3.78M | Buy |
47,512
+1,031
| +2% | +$82.1K | 0.52% | 24 |
|
|
2025
Q1 | $3.43M | Buy |
46,481
+6,271
| +16% | +$463K | 0.49% | 26 |
|
|
2024
Q4 | $3.2M | Buy |
40,210
+8,617
| +27% | +$686K | 0.44% | 29 |
|
|
2024
Q3 | $2.4M | Buy |
31,593
+4,893
| +18% | +$372K | 0.34% | 37 |
|
|
2024
Q2 | $1.87M | Buy |
26,700
+3,386
| +15% | +$237K | 0.27% | 43 |
|
|
2024
Q1 | $1.7M | Buy |
23,314
+2,080
| +10% | +$151K | 0.27% | 47 |
|
|
2023
Q4 | $1.43M | Buy |
21,234
+4,004
| +23% | +$269K | 0.26% | 52 |
|
|
2023
Q3 | $1.03M | Buy |
17,230
+5,827
| +51% | +$348K | 0.21% | 64 |
|
|
2023
Q2 | $722K | Buy |
11,403
+7,507
| +193% | +$475K | 0.15% | 83 |
|
|
2023
Q1 | $236K | Buy |
+3,896
| New | +$236K | 0.06% | 195 |
|
|
2022
Q2 | – | Sell |
-19
| Closed | -$1K | – | 510 |
|
|
2022
Q1 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 923 |
|