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
Q3 | $76.8K | Sell |
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|
2025
Q2 | $76.3K | Sell |
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|
2025
Q1 | $74.5K | Hold |
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|
2024
Q4 | $74.5K | Buy |
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|
2024
Q3 | $62.4K | Buy |
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|
2024
Q2 | $9.43K | Buy |
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|
2024
Q1 | $9.77K | Hold |
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|
2023
Q4 | $8.97K | Sell |
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|
2023
Q3 | $8.08K | Hold |
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|
2023
Q2 | $8.57K | Buy |
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|
2022
Q4 | $7.88K | Buy |
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