Kestra Advisory Services’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 | $3.79M | Buy |
|
|||||
|
2025
Q1 | $3.17M | Buy |
|
|||||
|
2024
Q4 | $3.2M | Buy |
|
|||||
|
2024
Q3 | $3.17M | Sell |
|
|||||
|
2024
Q2 | $2.91M | Sell |
|
|||||
|
2024
Q1 | $3.38M | Buy |
|
|||||
|
2023
Q4 | $3.02M | Buy |
|
|||||
|
2023
Q3 | $2.55M | Buy |
|
|||||
|
2023
Q2 | $2.55M | Sell |
|
|||||
|
2023
Q1 | $2.46M | Sell |
|
|||||
|
2022
Q4 | $2.69M | Sell |
|
|||||
|
2022
Q3 | $2.84M | Buy |
|
|||||
|
2022
Q2 | $2.28M | Sell |
|
|||||
|
2022
Q1 | $3.02M | Buy |
|
|||||
|
2021
Q4 | $2.63M | Buy |
|
|||||
|
2021
Q3 | $2.34M | Buy |
|
|||||
|
2021
Q2 | $2.22M | Buy |
|
|||||
|
2021
Q1 | $1.99M | Buy |
|
|||||
|
2020
Q4 | $1.84M | Buy |
|
|||||
|
2020
Q3 | $1.69M | Buy |
|