IFP 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 | $19.1K | Hold |
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|
2025
Q1 | $17.8K | Hold |
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|
2024
Q4 | $18.3K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $12.9K | Hold |
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|
2023
Q2 | $13.7K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $93K | Sell |
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|
2022
Q3 | $130K | Buy |
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|
2022
Q2 | $77K | Hold |
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|
2022
Q1 | $77K | Buy |
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|
2021
Q3 | – | Hold |
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|
2021
Q2 | – | Hold |
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|
2021
Q1 | – | Hold |
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|
2020
Q4 | – | Hold |
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|
2020
Q3 | – | Hold |
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|
2020
Q2 | – | Hold |
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|
2020
Q1 | – | Hold |
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|
2019
Q4 | – | Hold |
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|
2019
Q3 | – | Hold |
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|
2019
Q1 | $27K | Sell |
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|
2018
Q4 | $93K | Sell |
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|
2018
Q3 | $271K | Sell |
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|
2018
Q2 | $268K | Sell |
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|
2018
Q1 | $277K | Hold |
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|
2017
Q4 | $277K | Sell |
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|
2017
Q3 | $395K | Buy |
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|
2017
Q2 | $372K | Buy |
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|
2017
Q1 | $357K | Buy |
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|
2016
Q4 | $281K | Buy |
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|
2016
Q3 | $198K | Sell |
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|
2016
Q2 | $225K | Buy |
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|
2016
Q1 | $27K | Sell |
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|
2015
Q4 | $349K | Buy |
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