Integrated Wealth Concepts’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 | $546K | Buy |
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|
2025
Q1 | $507K | Sell |
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|
2024
Q4 | $522K | Sell |
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|
2024
Q3 | $530K | Sell |
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|
2024
Q2 | $513K | Sell |
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|
2024
Q1 | $534K | Sell |
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|
2023
Q4 | $567K | Buy |
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|
2023
Q3 | $462K | Sell |
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|
2023
Q2 | $491K | Sell |
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|
2023
Q1 | $505K | Sell |
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|
2022
Q4 | $497K | Sell |
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|
2022
Q3 | $473K | Buy |
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|
2022
Q2 | $493K | Buy |
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|
2022
Q1 | $588K | Sell |
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|
2021
Q4 | $625K | Buy |
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|
2021
Q3 | $584K | Buy |
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|
2021
Q2 | $549K | Sell |
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|
2021
Q1 | $584K | Buy |
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|
2020
Q4 | $543K | Sell |
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|
2020
Q3 | $673K | Buy |
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|
2020
Q2 | $618K | Sell |
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|
2020
Q1 | $558K | Sell |
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|
2019
Q4 | $810K | Sell |
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|
2019
Q3 | $842K | Sell |
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|
2019
Q2 | $892K | Buy |
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|
2019
Q1 | $860K | Sell |
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|
2018
Q4 | $741K | Buy |
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|
2018
Q3 | $649K | Sell |
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|
2018
Q2 | $638K | Buy |
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|
2018
Q1 | $612K | Sell |
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|
2017
Q4 | $668K | Buy |
|