Evolution Wealth Advisors’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 | $319K | Hold |
4,000
| – | – | 0.05% | 126 |
|
|
2025
Q1 | $296K | Hold |
4,000
| – | – | 0.05% | 117 |
|
|
2024
Q4 | $305K | Buy |
+4,000
| New | +$305K | 0.05% | 111 |
|
|
2024
Q3 | – | Sell |
-4,000
| Closed | -$280K | – | 137 |
|
|
2024
Q2 | $280K | Hold |
4,000
| – | – | 0.05% | 113 |
|
|
2024
Q1 | $291K | Buy |
+4,000
| New | +$291K | 0.06% | 104 |
|
|
2022
Q1 | – | Sell |
-8,000
| Closed | -$569 | – | 132 |
|
|
2021
Q4 | $569 | Buy |
+8,000
| New | +$569 | 0.09% | 75 |
|