Diversify Advisory Services’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 | $706K | Sell |
8,729
-276
| -3% | -$22.3K | 0.03% | 420 |
|
|
2025
Q1 | $658K | Sell |
9,005
-1,017
| -10% | -$74.3K | 0.04% | 295 |
|
|
2024
Q4 | $758K | Sell |
10,022
-4,790
| -32% | -$362K | 0.04% | 280 |
|
|
2024
Q3 | $1.14M | Sell |
14,812
-307
| -2% | -$23.6K | 0.06% | 236 |
|
|
2024
Q2 | $1.05M | Buy |
15,119
+6,134
| +68% | +$428K | 0.06% | 233 |
|
|
2024
Q1 | $650K | Buy |
+8,985
| New | +$650K | 0.04% | 356 |
|