IHT Wealth Management’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

IHT Wealth Management’s Portfolio IMCB Stock Details IMCB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$471K	Sell	5,648 -17	-0.3%	-$1.46K	0.01%	851
2025 Q4	$469K	Buy	5,665 +158	+3%	+$13.1K	0.01%	794
2025 Q3	$457K	Buy	5,507 +796	+17%	+$64.9K	0.01%	772
2025 Q2	$375K	Sell	4,711 -15	-0.3%	-$1.12K	0.01%	799
2025 Q1	$350K	Sell	4,726 -61	-1%	-$4.7K	0.01%	799
2024 Q4	$365K	Sell	4,787 -8	-0.2%	-$626	0.01%	794
2024 Q3	$365K	Sell	4,795 -18	-0.4%	-$1.31K	0.01%	832
2024 Q2	$337K	Sell	4,813 -31	-0.6%	-$2.19K	0.01%	756
2024 Q1	$353K	Sell	4,844 -38	-0.8%	-$2.6K	0.01%	744
2023 Q4	$328K	Buy	4,882 +105	+2%	+$6.45K	0.01%	738
2023 Q3	$285K	Buy	4,777 +256	+6%	+$16.1K	0.01%	748
2023 Q2	$286K	Sell	4,521 -494	-10%	-$29.7K	0.01%	746
2023 Q1	$304K	Buy	5,015 +415	+9%	+$25.5K	0.02%	699
2022 Q4	$270K	Sell	4,600 -4	-0.1%	-$234	0.02%	696
2022 Q3	$248K	Buy	4,604 +35	+0.8%	+$2.09K	0.02%	694
2022 Q2	$257K	Sell	4,569 -2	-0%	-$124	0.02%	578
2022 Q1	$308K	Sell	4,571 -25	-0.5%	-$1.66K	0.02%	564
2021 Q4	$327K	Sell	4,596 -5	-0.1%	-$350	0.02%	573
2021 Q3	$306K	Sell	4,601 -76	-2%	-$5.16K	0.02%	586
2021 Q2	$314K	Buy	4,677 +5	+0.1%	+$329	0.02%	696
2021 Q1	$294K	Buy	4,672 +4	+0.1%	+$244	0.02%	641
2020 Q4	$273K	Sell	4,668 -456	-9%	-$25K	0.02%	591
2020 Q3	$257K	Sell	5,124 -136	-3%	-$6.72K	0.03%	528
2020 Q2	$242K	Buy	+5,260	New	+$229K	0.03%	463
2020 Q1	–	Sell	-4,688	Closed	-$246K	–	604
2019 Q4	$246K	Buy	4,688 +180	+4%	+$9.13K	0.03%	509
2019 Q3	$223K	Buy	4,508 +20	+0.4%	+$975	0.03%	511
2019 Q2	$218K	Sell	4,488 -392	-8%	-$18.8K	0.03%	472
2019 Q1	$229K	Buy	+4,880	New	+$221K	0.04%	429
2018 Q2	–	Sell	-3,948	Closed	-$175K	–	873
2018 Q1	$175K	Buy	3,948 +260	+7%	+$12.1K	0.05%	372
2017 Q4	$175K	Buy	3,688 +1,164	+46%	+$52.5K	0.05%	376
2017 Q3	$111K	Buy	2,524 +1,408	+126%	+$60.1K	0.05%	333
2017 Q2	$232	Buy	1,116 +436	+64%	+$18.3K	0.11%	206
2017 Q1	$30K	Buy	680 +600	+750%	+$24.6K	0.02%	546
2016 Q4	$3K	Buy	+80	New	+$3.09K	﹤0.01%	986