Gladstone Institutional Advisory’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 | $5.35M | Sell |
67,124
-298
| -0.4% | -$23.7K | 0.22% | 106 |
|
|
2025
Q1 | $4.99M | Sell |
67,422
-2,283
| -3% | -$169K | 0.23% | 108 |
|
|
2024
Q4 | $5.31M | Sell |
69,705
-4,748
| -6% | -$362K | 0.25% | 93 |
|
|
2024
Q3 | $5.66M | Sell |
74,453
-637
| -0.8% | -$48.4K | 0.28% | 89 |
|
|
2024
Q2 | $5.26M | Sell |
75,090
-1,321
| -2% | -$92.6K | 0.27% | 95 |
|
|
2024
Q1 | $5.57M | Sell |
76,411
-2,361
| -3% | -$172K | 0.31% | 82 |
|
|
2023
Q4 | $5.29M | Buy |
78,772
+144
| +0.2% | +$9.67K | 0.3% | 83 |
|
|
2023
Q3 | $4.7M | Sell |
78,628
-7,980
| -9% | -$477K | 0.3% | 77 |
|
|
2023
Q2 | $5.48M | Buy |
86,608
+7,150
| +9% | +$453K | 0.33% | 80 |
|
|
2023
Q1 | $4.82M | Sell |
79,458
-5,621
| -7% | -$341K | 0.31% | 83 |
|
|
2022
Q4 | $4.99M | Sell |
85,079
-7,187
| -8% | -$422K | 0.35% | 72 |
|
|
2022
Q3 | $4.97M | Sell |
92,266
-546
| -0.6% | -$29.4K | 0.39% | 57 |
|
|
2022
Q2 | $5.23M | Sell |
92,812
-1,380
| -1% | -$77.8K | 0.41% | 51 |
|
|
2022
Q1 | $6.34M | Buy |
+94,192
| New | +$6.34M | 0.43% | 50 |
|