Glass Jacobson Investment Advisors’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
Q2
$76.3K Sell
2025
Q1
$74.5K Hold
2024
Q4
$74.5K Buy
2024
Q3
$62.4K Buy
2024
Q2
$9.43K Buy
2024
Q1
$9.77K Hold
2023
Q4
$8.97K Sell
2023
Q3
$8.08K Hold
2023
Q2
$8.57K Buy
2022
Q4
$7.88K Buy