Glass Jacobson Investment Advisors’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 | $76.3K | Sell |
957
-21
| -2% | -$1.67K | 0.03% | 250 |
|
|
2025
Q1 | $74.5K | Hold |
978
| – | – | 0.02% | 328 |
|
|
2024
Q4 | $74.5K | Buy |
978
+157
| +19% | +$12K | 0.02% | 328 |
|
|
2024
Q3 | $62.4K | Buy |
821
+686
| +508% | +$52.1K | 0.02% | 332 |
|
|
2024
Q2 | $9.43K | Buy |
135
+1
| +0.7% | +$70 | ﹤0.01% | 556 |
|
|
2024
Q1 | $9.77K | Hold |
134
| – | – | ﹤0.01% | 556 |
|
|
2023
Q4 | $8.97K | Sell |
134
-1
| -0.7% | -$67 | ﹤0.01% | 533 |
|
|
2023
Q3 | $8.08K | Hold |
135
| – | – | ﹤0.01% | 518 |
|
|
2023
Q2 | $8.57K | Buy |
+135
| New | +$8.57K | ﹤0.01% | 521 |
|
|
2022
Q4 | $7.89K | Buy |
+134
| New | +$7.89K | ﹤0.01% | 542 |
|