Haverford Trust Company’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 | $519K | Hold |
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|
2025
Q1 | $483K | Hold |
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|
2024
Q4 | $496K | Hold |
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|
2024
Q3 | $495K | Hold |
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|
2024
Q2 | $457K | Hold |
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|
2024
Q1 | $475K | Hold |
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|
2023
Q4 | $437K | Hold |
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|
2023
Q3 | $389K | Hold |
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|
2023
Q2 | $412K | Hold |
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|
2023
Q1 | $395K | Hold |
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|
2022
Q4 | $382K | Hold |
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|
2022
Q3 | $351K | Hold |
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|
2022
Q2 | $367K | Hold |
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|
2022
Q1 | $439K | Hold |
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|
2021
Q4 | $463K | Hold |
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|
2021
Q3 | $434K | Sell |
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|
2021
Q2 | $609K | Buy |
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|
2021
Q1 | $504K | Buy |
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