Kaydan Wealth Management’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
Q3 | $448K | Hold |
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|
2025
Q2 | $430K | Hold |
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|
2025
Q1 | $399K | Hold |
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|
2024
Q4 | $411K | Hold |
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|
2024
Q3 | $410K | Sell |
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|
2024
Q2 | $452K | Hold |
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|
2024
Q1 | $470K | Hold |
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|
2023
Q4 | $433K | Hold |
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|
2023
Q3 | $385K | Sell |
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|
2023
Q2 | $419K | Hold |
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|
2023
Q1 | $401K | Hold |
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|
2022
Q4 | $388K | Hold |
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|
2022
Q3 | $357K | Hold |
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|
2022
Q2 | $373K | Sell |
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|
2022
Q1 | $451K | Sell |
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|
2021
Q4 | $628K | Buy |
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