Capital Analysts LLC’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 | $17K | Hold |
209
| – | – | ﹤0.01% | 1051 |
|
|
2025
Q1 | $15K | Buy |
209
+1
| +0.5% | +$72 | ﹤0.01% | 1053 |
|
|
2024
Q4 | $16K | Hold |
208
| – | – | ﹤0.01% | 981 |
|
|
2024
Q3 | $16K | Hold |
208
| – | – | ﹤0.01% | 940 |
|
|
2024
Q2 | $15K | Hold |
208
| – | – | ﹤0.01% | 899 |
|
|
2024
Q1 | $15K | Hold |
208
| – | – | ﹤0.01% | 867 |
|
|
2023
Q4 | $14K | Hold |
208
| – | – | ﹤0.01% | 860 |
|
|
2023
Q3 | $12K | Hold |
208
| – | – | ﹤0.01% | 855 |
|
|
2023
Q2 | $13K | Hold |
208
| – | – | ﹤0.01% | 786 |
|
|
2023
Q1 | $13K | Hold |
208
| – | – | ﹤0.01% | 782 |
|
|
2022
Q4 | $12K | Hold |
208
| – | – | ﹤0.01% | 827 |
|
|
2022
Q3 | $11K | Buy |
+208
| New | +$11K | ﹤0.01% | 789 |
|