Ellevest Inc’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 | $210K | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $139K | Buy |
|
|||||
|
2022
Q4 | $119K | Buy |
|
|||||
|
2022
Q3 | $73K | Hold |
|
|||||
|
2022
Q2 | $77K | Buy |
|
|||||
|
2022
Q1 | $91K | Buy |
|
|||||
|
2021
Q4 | $96K | Sell |
|
|||||
|
2021
Q3 | $183K | Sell |
|
|||||
|
2021
Q2 | $241K | Buy |
|
|||||
|
2021
Q1 | $151K | Buy |
|
|||||
|
2020
Q4 | $140K | Buy |
|
|||||
|
2020
Q3 | $117K | Buy |
|
|||||
|
2020
Q2 | $81K | Buy |
|
|||||
|
2020
Q1 | $8K | Buy |
|
|||||
|
2019
Q4 | $11K | Sell |
|
|||||
|
2019
Q3 | $260K | Buy |
|
|||||
|
2019
Q2 | $253K | Buy |
|