Creative Financial Designs’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 | $12.2M | Buy |
153,163
+146,140
| +2,081% | +$11.6M | 0.88% | 28 |
|
|
2025
Q1 | $520K | Buy |
7,023
+455
| +7% | +$33.7K | 0.04% | 287 |
|
|
2024
Q4 | $500K | Buy |
6,568
+804
| +14% | +$61.2K | 0.04% | 284 |
|
|
2024
Q3 | $438K | Buy |
5,764
+222
| +4% | +$16.9K | 0.04% | 307 |
|
|
2024
Q2 | $388K | Buy |
5,542
+293
| +6% | +$20.5K | 0.03% | 309 |
|
|
2024
Q1 | $382K | Buy |
5,249
+5,013
| +2,124% | +$365K | 0.04% | 301 |
|
|
2023
Q4 | $15.8K | Buy |
+236
| New | +$15.8K | ﹤0.01% | 976 |
|