Bedel Financial Consulting’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
$3.78M Buy
2025
Q1
$3.43M Buy
2024
Q4
$3.2M Buy
2024
Q3
$2.4M Buy
2024
Q2
$1.87M Buy
2024
Q1
$1.7M Buy
2023
Q4
$1.43M Buy
2023
Q3
$1.03M Buy
2023
Q2
$722K Buy
2023
Q1
$236K Buy
2022
Q2
Sell
2022
Q1
$1K Buy