J.W. Cole Advisors’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 | $1.05M | Buy |
|
|||||
|
2025
Q1 | $954K | Sell |
|
|||||
|
2024
Q4 | $993K | Buy |
|
|||||
|
2024
Q3 | $961K | Buy |
|
|||||
|
2024
Q2 | $886K | Sell |
|
|||||
|
2024
Q1 | $989K | Sell |
|
|||||
|
2023
Q4 | $948K | Buy |
|
|||||
|
2023
Q3 | $798K | Sell |
|
|||||
|
2023
Q2 | $939K | Hold |
|
|||||
|
2023
Q1 | $899K | Sell |
|
|||||
|
2022
Q4 | $886K | Sell |
|
|||||
|
2022
Q3 | $830K | Sell |
|
|||||
|
2022
Q2 | $878K | Sell |
|
|||||
|
2022
Q1 | $1.1M | Sell |
|
|||||
|
2021
Q4 | $1.17M | Buy |
|
|||||
|
2021
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $1.12M | Sell |
|
|||||
|
2021
Q1 | $1.05M | Sell |
|
|||||
|
2020
Q4 | $986K | Buy |
|
|||||
|
2020
Q3 | $532K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $863K | Buy |
|