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	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$375K	Sell	4,711 -15	-0.3%	-$1.2K	0.01%	799
2025 Q1	$350K	Sell	4,726 -61	-1%	-$4.52K	0.01%	799
2024 Q4	$365K	Sell	4,787 -8	-0.2%	-$609	0.01%	794
2024 Q3	$365K	Sell	4,795 -18	-0.4%	-$1.37K	0.01%	832
2024 Q2	$337K	Sell	4,813 -31	-0.6%	-$2.17K	0.01%	756
2024 Q1	$353K	Sell	4,844 -38	-0.8%	-$2.77K	0.01%	744
2023 Q4	$328K	Buy	4,882 +105	+2%	+$7.05K	0.01%	738
2023 Q3	$285K	Buy	4,777 +256	+6%	+$15.3K	0.01%	748
2023 Q2	$286K	Sell	4,521 -494	-10%	-$31.3K	0.01%	746
2023 Q1	$304K	Buy	5,015 +415	+9%	+$25.2K	0.02%	699
2022 Q4	$270K	Sell	4,600 -4	-0.1%	-$235	0.02%	696
2022 Q3	$248K	Buy	4,604 +35	+0.8%	+$1.89K	0.02%	694
2022 Q2	$257K	Sell	4,569 -2	-0%	-$112	0.02%	578
2022 Q1	$308K	Sell	4,571 -25	-0.5%	-$1.69K	0.02%	564
2021 Q4	$327K	Sell	4,596 -5	-0.1%	-$356	0.02%	573
2021 Q3	$306K	Sell	4,601 -76	-2%	-$5.06K	0.02%	586
2021 Q2	$314K	Buy	4,677 +5	+0.1%	+$336	0.02%	696
2021 Q1	$294K	Buy	4,672 +4	+0.1%	+$252	0.02%	641
2020 Q4	$273K	Sell	4,668 -456	-9%	-$26.7K	0.02%	591
2020 Q3	$257K	Sell	5,124 -136	-3%	-$6.82K	0.03%	528
2020 Q2	$242K	Buy	+5,260	New	+$242K	0.03%	463
2020 Q1	–	Sell	-4,688	Closed	-$246K	–	604
2019 Q4	$246K	Buy	4,688 +180	+4%	+$9.45K	0.03%	509
2019 Q3	$223K	Buy	4,508 +20	+0.4%	+$989	0.03%	511
2019 Q2	$218K	Sell	4,488 -392	-8%	-$19K	0.03%	472
2019 Q1	$229K	Buy	+4,880	New	+$229K	0.04%	429
2018 Q2	–	Sell	-3,948	Closed	-$175K	–	873
2018 Q1	$175K	Buy	3,948 +260	+7%	+$11.5K	0.05%	372
2017 Q4	$175K	Buy	3,688 +1,164	+46%	+$55.2K	0.05%	376
2017 Q3	$111K	Buy	2,524 +1,408	+126%	+$61.9K	0.05%	333
2017 Q2	$232	Buy	1,116 +436	+64%	+$91	0.11%	206
2017 Q1	$30K	Buy	680 +600	+750%	+$26.5K	0.02%	546
2016 Q4	$3K	Buy	+80	New	+$3K	﹤0.01%	986