HighMark Wealth Management’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 | $92.3K | Sell |
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|
2025
Q2 | $103K | Hold |
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|
2025
Q1 | $96.1K | Hold |
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|
2024
Q4 | $98.8K | Hold |
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|
2024
Q3 | $98.6K | Hold |
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|
2024
Q2 | $90.9K | Hold |
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|
2024
Q1 | $94.5K | Hold |
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|
2023
Q4 | $87.1K | Hold |
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|
2023
Q3 | $77.5K | Hold |
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|
2023
Q2 | $82.1K | Hold |
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|
2023
Q1 | $78.7K | Hold |
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|
2022
Q4 | $76.1K | Hold |
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|
2022
Q3 | $70K | Hold |
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|
2022
Q2 | $73K | Hold |
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|
2022
Q1 | $87K | Hold |
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|
2021
Q4 | $92K | Hold |
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|
2021
Q3 | $86K | Hold |
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|
2021
Q2 | $87K | Buy |
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|
2021
Q1 | $82K | Hold |
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|
2020
Q4 | $76K | Sell |
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|
2020
Q3 | $112K | Hold |
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|
2020
Q2 | $103K | Hold |
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|
2020
Q1 | $85K | Buy |
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|
2019
Q4 | $116K | Buy |
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