IHT 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
Q2 | $375K | Sell |
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|
2025
Q1 | $350K | Sell |
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|
2024
Q4 | $365K | Sell |
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|
2024
Q3 | $365K | Sell |
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|
2024
Q2 | $337K | Sell |
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|
2024
Q1 | $353K | Sell |
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|
2023
Q4 | $328K | Buy |
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|
2023
Q3 | $285K | Buy |
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|
2023
Q2 | $286K | Sell |
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|
2023
Q1 | $304K | Buy |
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|
2022
Q4 | $270K | Sell |
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|
2022
Q3 | $248K | Buy |
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|
2022
Q2 | $257K | Sell |
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|
2022
Q1 | $308K | Sell |
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|
2021
Q4 | $327K | Sell |
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|
2021
Q3 | $306K | Sell |
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|
2021
Q2 | $314K | Buy |
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|
2021
Q1 | $294K | Buy |
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|
2020
Q4 | $273K | Sell |
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|
2020
Q3 | $257K | Sell |
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|
2020
Q2 | $242K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $246K | Buy |
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|
2019
Q3 | $223K | Buy |
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|
2019
Q2 | $218K | Sell |
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|
2019
Q1 | $229K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $175K | Buy |
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|
2017
Q4 | $175K | Buy |
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|
2017
Q3 | $111K | Buy |
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|
2017
Q2 | $232 | Buy |
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|
2017
Q1 | $30K | Buy |
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|
2016
Q4 | $3K | Buy |
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