Benchmark Wealth Management’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 | $4.41M | Buy |
|
|||||
|
2025
Q1 | $4.1M | Sell |
|
|||||
|
2024
Q4 | $4.22M | Sell |
|
|||||
|
2024
Q3 | $4.23M | Sell |
|
|||||
|
2024
Q2 | $4.01M | Sell |
|
|||||
|
2024
Q1 | $4.69M | Sell |
|
|||||
|
2023
Q4 | $4.33M | Sell |
|
|||||
|
2023
Q3 | $3.91M | Sell |
|
|||||
|
2023
Q2 | $4.8M | Sell |
|
|||||
|
2023
Q1 | $4.6M | Sell |
|
|||||
|
2022
Q4 | $4.96M | Sell |
|
|||||
|
2022
Q3 | $4.6M | Sell |
|
|||||
|
2022
Q2 | $5.37M | Buy |
|
|||||
|
2022
Q1 | $6.25M | Buy |
|
|||||
|
2021
Q4 | $6.36M | Buy |
|
|||||
|
2021
Q3 | $5.9M | Sell |
|
|||||
|
2021
Q2 | $5.95M | Sell |
|
|||||
|
2021
Q1 | $5.64M | Sell |
|
|||||
|
2020
Q4 | $5.79M | Sell |
|
|||||
|
2020
Q3 | $4.96M | Sell |
|
|||||
|
2020
Q2 | $4.92M | Sell |
|
|||||
|
2020
Q1 | $4.38M | Sell |
|
|||||
|
2019
Q4 | $6.17M | Buy |
|