Geneos 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
Q3 | $445K | Buy |
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|
2025
Q2 | $357K | Sell |
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|
2025
Q1 | $498K | Buy |
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|
2024
Q4 | $171K | Hold |
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|
2024
Q3 | $170K | Hold |
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|
2024
Q2 | $157K | Hold |
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|
2024
Q1 | $163K | Hold |
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|
2023
Q4 | $150K | Sell |
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|
2023
Q3 | $154K | Hold |
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|
2023
Q2 | $163K | Hold |
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|
2023
Q1 | $156K | Hold |
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|
2022
Q4 | $151K | Hold |
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|
2022
Q3 | $138K | Sell |
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|
2022
Q2 | $165K | Hold |
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|
2022
Q1 | $195K | Hold |
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|
2021
Q4 | $206K | Hold |
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|
2021
Q3 | $195K | Buy |
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|
2021
Q2 | $181K | Sell |
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|
2021
Q1 | $1.33M | Buy |
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|
2020
Q4 | $876K | Buy |
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|
2020
Q3 | $170K | Sell |
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|
2020
Q2 | $244K | Sell |
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|
2020
Q1 | $1.08M | Sell |
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|
2019
Q4 | $1.92M | Sell |
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|
2019
Q3 | $2.43M | Sell |
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|
2019
Q2 | $2.56M | Sell |
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|
2019
Q1 | $2.58M | Sell |
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|
2018
Q4 | $2.25M | Sell |
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|
2018
Q3 | $2.82M | Sell |
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|
2018
Q2 | $3.02M | Sell |
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|
2018
Q1 | $3.17M | Sell |
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|
2017
Q4 | $3.29M | Sell |
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|
2017
Q3 | $3.19M | Sell |
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|
2017
Q2 | $3.23M | Sell |
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|
2017
Q1 | $3.23M | Buy |
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|
2016
Q4 | $2.92M | Buy |
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|
2016
Q3 | $2.39M | Sell |
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|
2016
Q2 | $2.39M | Buy |
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|
2016
Q1 | $718K | Buy |
|