EPG Wealth Management’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 | $113K | Sell |
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|
2025
Q1 | $133K | Buy |
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|
2024
Q4 | $137K | Buy |
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|
2024
Q3 | $108K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $104K | Buy |
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|
2023
Q4 | $92.7K | Buy |
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|
2023
Q3 | $80.8K | Hold |
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|
2023
Q2 | $85.6K | Hold |
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|
2023
Q1 | $82K | Hold |
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|
2022
Q4 | $79.3K | Hold |
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|
2022
Q3 | $73K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $85K | Sell |
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|
2021
Q4 | $176K | Hold |
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|
2021
Q3 | $168K | Buy |
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