Matrix Private Capital Group’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 | $208K | Sell |
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|
2025
Q1 | $200K | Buy |
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|
2024
Q4 | $206K | Buy |
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|
2024
Q3 | $205K | Buy |
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|
2024
Q2 | $187K | Buy |
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|
2024
Q1 | $173K | Hold |
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|
2023
Q4 | $160K | Buy |
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|
2023
Q3 | $143K | Sell |
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|
2023
Q2 | $154K | Buy |
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|
2023
Q1 | $147K | Sell |
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|
2022
Q4 | $148K | Buy |
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|
2022
Q3 | $136K | Buy |
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|
2022
Q2 | $142K | Buy |
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|
2022
Q1 | $170K | Buy |
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|
2021
Q4 | $167K | Buy |
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|
2021
Q3 | $157K | Buy |
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|
2021
Q2 | $155K | Sell |
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|
2021
Q1 | $146K | Hold |
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|
2020
Q4 | $136K | Sell |
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|
2020
Q3 | $119K | Sell |
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|
2020
Q2 | $113K | Sell |
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|
2020
Q1 | $95K | Sell |
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|
2019
Q4 | $182K | Buy |
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