Kaydan Wealth Management’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 | $430K | Hold |
5,392
| – | – | 0.14% | 71 |
|
|
2025
Q1 | $399K | Hold |
5,392
| – | – | 0.13% | 71 |
|
|
2024
Q4 | $411K | Hold |
5,392
| – | – | 0.14% | 70 |
|
|
2024
Q3 | $410K | Sell |
5,392
-1,060
| -16% | -$80.6K | 0.12% | 68 |
|
|
2024
Q2 | $452K | Hold |
6,452
| – | – | 0.16% | 66 |
|
|
2024
Q1 | $470K | Hold |
6,452
| – | – | 0.16% | 63 |
|
|
2023
Q4 | $433K | Hold |
6,452
| – | – | 0.18% | 62 |
|
|
2023
Q3 | $385K | Sell |
6,452
-168
| -3% | -$10K | 0.15% | 62 |
|
|
2023
Q2 | $419K | Hold |
6,620
| – | – | 0.18% | 57 |
|
|
2023
Q1 | $401K | Hold |
6,620
| – | – | 0.16% | 58 |
|
|
2022
Q4 | $388K | Hold |
6,620
| – | – | 0.16% | 60 |
|
|
2022
Q3 | $357K | Hold |
6,620
| – | – | 0.2% | 58 |
|
|
2022
Q2 | $373K | Sell |
6,620
-82
| -1% | -$4.62K | 0.21% | 60 |
|
|
2022
Q1 | $451K | Sell |
6,702
-2,133
| -24% | -$144K | 0.2% | 61 |
|
|
2021
Q4 | $628K | Buy |
+8,835
| New | +$628K | 0.24% | 51 |
|