Integrity Financial’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.5K | Hold |
220
| – | – | 0.01% | 227 |
|
|
2025
Q1 | $16.3K | Hold |
220
| – | – | 0.01% | 211 |
|
|
2024
Q4 | $16.8K | Buy |
+220
| New | +$16.8K | 0.01% | 200 |
|
|
2023
Q4 | – | Sell |
-260
| Closed | -$15.5K | – | 212 |
|
|
2023
Q3 | $15.5K | Hold |
260
| – | – | 0.01% | 171 |
|
|
2023
Q2 | $16.5K | Hold |
260
| – | – | 0.01% | 159 |
|
|
2023
Q1 | $15.8K | Hold |
260
| – | – | 0.01% | 166 |
|
|
2022
Q4 | $15.3K | Hold |
260
| – | – | 0.01% | 152 |
|
|
2022
Q3 | $14K | Hold |
260
| – | – | 0.01% | 149 |
|
|
2022
Q2 | $15K | Hold |
260
| – | – | 0.01% | 150 |
|
|
2022
Q1 | $17K | Hold |
260
| – | – | 0.01% | 143 |
|
|
2021
Q4 | $18K | Buy |
+260
| New | +$18K | 0.01% | 147 |
|