Financial Perspectives’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
Q3 | $530K | Buy |
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|
2025
Q2 | $489K | Buy |
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|
2025
Q1 | $437K | Buy |
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|
2024
Q4 | $378K | Buy |
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|
2024
Q3 | $362K | Buy |
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|
2024
Q2 | $314K | Buy |
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|
2024
Q1 | $315K | Buy |
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|
2023
Q4 | $282K | Sell |
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|
2023
Q3 | $256K | Buy |
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|
2023
Q2 | $247K | Buy |
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|
2023
Q1 | $219K | Buy |
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|
2022
Q4 | $166K | Sell |
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|
2022
Q3 | $153K | Buy |
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|
2022
Q2 | $111K | Sell |
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|
2022
Q1 | $134K | Buy |
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|
2021
Q4 | $70.1K | Buy |
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|
2021
Q3 | $54.5K | Buy |
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|
2021
Q2 | $48.5K | Sell |
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|
2021
Q1 | $93K | Buy |
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|
2020
Q4 | $16.9K | Buy |
|