Marshall Financial Group (Maryland)’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 | $452K | Sell |
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|
2025
Q2 | $450K | Sell |
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|
2025
Q1 | $461K | Sell |
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|
2024
Q4 | $2.3M | Sell |
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|
2024
Q3 | $2.36M | Buy |
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|
2024
Q2 | $2.17M | Sell |
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|
2024
Q1 | $2.26M | Buy |
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|
2023
Q4 | $1.88M | Sell |
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|
2023
Q3 | $1.73M | Sell |
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|
2023
Q2 | $1.87M | Sell |
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|
2023
Q1 | $1.94M | Buy |
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|
2022
Q4 | $1.86M | Buy |
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|
2022
Q3 | $1.54M | Buy |
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|
2022
Q2 | $1.6M | Buy |
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|
2022
Q1 | $1.52M | Buy |
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|
2021
Q4 | $1.23M | Sell |
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|
2021
Q3 | $1.21M | Buy |
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|
2021
Q2 | $1.17M | Buy |
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|
2021
Q1 | $1.05M | Buy |
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|
2020
Q4 | $962K | Buy |
|