GA
Goldstein Advisors’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.13M | Buy |
39,303
+1,729
| +5% | +$138K | 0.42% | 33 |
|
|
2025
Q1 | $2.78M | Sell |
37,574
-235
| -0.6% | -$17.4K | 0.41% | 31 |
|
|
2024
Q4 | $2.88M | Sell |
37,809
-324
| -0.8% | -$24.7K | 0.42% | 32 |
|
|
2024
Q3 | $2.9M | Buy |
38,133
+14
| +0% | +$1.06K | 0.44% | 30 |
|
|
2024
Q2 | $2.67M | Sell |
38,119
-181
| -0.5% | -$12.7K | 0.45% | 31 |
|
|
2024
Q1 | $2.79M | Buy |
38,300
+43
| +0.1% | +$3.13K | 0.48% | 30 |
|
|
2023
Q4 | $2.57M | Sell |
38,257
-1,145
| -3% | -$76.9K | 0.43% | 45 |
|
|
2023
Q3 | $2.35M | Sell |
39,402
-438
| -1% | -$26.2K | 0.49% | 30 |
|
|
2023
Q2 | $2.52M | Buy |
39,840
+122
| +0.3% | +$7.72K | 0.53% | 32 |
|
|
2023
Q1 | $2.41M | Sell |
39,718
-215
| -0.5% | -$13K | 0.53% | 33 |
|
|
2022
Q4 | $2.34M | Buy |
+39,933
| New | +$2.34M | 0.57% | 32 |
|