Farther Finance 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 | $3.4M | Buy |
42,691
+39,741
| +1,347% | +$3.17M | 0.07% | 242 |
|
|
2025
Q1 | $219K | Buy |
2,950
+2,178
| +282% | +$162K | 0.01% | 1187 |
|
|
2024
Q4 | $58.8K | Sell |
772
-88
| -10% | -$6.7K | ﹤0.01% | 1577 |
|
|
2024
Q3 | $65.3K | Sell |
860
-81
| -9% | -$6.15K | ﹤0.01% | 1509 |
|
|
2024
Q2 | $65.5K | Buy |
941
+9
| +1% | +$627 | ﹤0.01% | 1298 |
|
|
2024
Q1 | $67.4K | Hold |
932
| – | – | ﹤0.01% | 1082 |
|
|
2023
Q4 | $62.6K | Sell |
932
-44
| -5% | -$2.95K | ﹤0.01% | 964 |
|
|
2023
Q3 | $58.3K | Sell |
976
-20
| -2% | -$1.2K | 0.01% | 725 |
|
|
2023
Q2 | $63K | Buy |
996
+332
| +50% | +$21K | 0.01% | 589 |
|
|
2023
Q1 | $40.3K | Buy |
664
+112
| +20% | +$6.79K | 0.01% | 669 |
|
|
2022
Q4 | $32.4K | Buy |
+552
| New | +$32.4K | 0.01% | 592 |
|