Gladstone Institutional Advisory’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 | $5.53M | Sell |
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|
2025
Q2 | $5.35M | Sell |
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|
2025
Q1 | $4.99M | Sell |
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|
2024
Q4 | $5.31M | Sell |
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|
2024
Q3 | $5.66M | Sell |
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|
2024
Q2 | $5.26M | Sell |
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|
2024
Q1 | $5.57M | Sell |
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|
2023
Q4 | $5.29M | Buy |
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|
2023
Q3 | $4.7M | Sell |
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|
2023
Q2 | $5.48M | Buy |
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|
2023
Q1 | $4.82M | Sell |
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|
2022
Q4 | $4.99M | Sell |
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|
2022
Q3 | $4.97M | Sell |
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|
2022
Q2 | $5.23M | Sell |
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|
2022
Q1 | $6.34M | Buy |
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