Concourse Financial Group Securities’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
Q1 | – | Sell |
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|
2024
Q4 | $800K | Sell |
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|
2024
Q3 | $789K | Sell |
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|
2024
Q2 | $812K | Sell |
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|
2024
Q1 | $845K | Sell |
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|
2023
Q4 | $795K | Sell |
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|
2023
Q3 | $742K | Sell |
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|
2023
Q2 | $798K | Sell |
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|
2023
Q1 | $2.27M | Buy |
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|
2022
Q4 | $724K | Sell |
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|
2022
Q3 | $667K | Sell |
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|
2022
Q2 | $701K | Buy |
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|
2022
Q1 | $816K | Buy |
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|
2021
Q4 | $848K | Buy |
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|
2021
Q3 | $785K | Sell |
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|
2021
Q2 | $793K | Buy |
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|
2021
Q1 | $737K | Sell |
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|
2020
Q4 | $760K | Sell |
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|
2020
Q3 | $671K | Buy |
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|
2020
Q2 | $598K | Buy |
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|
2020
Q1 | $494K | Buy |
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|
2019
Q4 | $657K | Buy |
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|
2019
Q3 | $191K | Sell |
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|
2019
Q2 | $831K | Sell |
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|
2019
Q1 | $827K | Buy |
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|
2018
Q4 | $701K | Buy |
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|
2018
Q3 | $45K | Buy |
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