Goldstein 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 | $3.13M | Buy |
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|
2025
Q1 | $2.78M | Sell |
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|
2024
Q4 | $2.88M | Sell |
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|
2024
Q3 | $2.9M | Buy |
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|
2024
Q2 | $2.67M | Sell |
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|
2024
Q1 | $2.79M | Buy |
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|
2023
Q4 | $2.57M | Sell |
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|
2023
Q3 | $2.35M | Sell |
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|
2023
Q2 | $2.52M | Buy |
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|
2023
Q1 | $2.41M | Sell |
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|
2022
Q4 | $2.34M | Buy |
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