Merit Financial Group’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 | $2.17M | Buy |
27,254
+2,618
| +11% | +$209K | 0.02% | 492 |
|
|
2025
Q1 | $1.83M | Buy |
24,636
+68
| +0.3% | +$5.04K | 0.03% | 452 |
|
|
2024
Q4 | $1.87M | Sell |
24,568
-720
| -3% | -$54.8K | 0.03% | 365 |
|
|
2024
Q3 | $1.92M | Sell |
25,288
-1,527
| -6% | -$116K | 0.04% | 281 |
|
|
2024
Q2 | $1.88M | Sell |
26,815
-2,982
| -10% | -$209K | 0.04% | 279 |
|
|
2024
Q1 | $2.08M | Sell |
29,797
-1,261
| -4% | -$88.2K | 0.05% | 258 |
|
|
2023
Q4 | $2.08M | Buy |
31,058
+2,868
| +10% | +$193K | 0.06% | 199 |
|
|
2023
Q3 | $1.68M | Buy |
28,190
+6,420
| +29% | +$383K | 0.06% | 246 |
|
|
2023
Q2 | $1.38M | Sell |
21,770
-660
| -3% | -$41.8K | 0.04% | 280 |
|
|
2023
Q1 | $1.36M | Buy |
22,430
+12
| +0.1% | +$728 | 0.05% | 244 |
|
|
2022
Q4 | $1.32M | Buy |
22,418
+274
| +1% | +$16.1K | 0.05% | 249 |
|
|
2022
Q3 | $1.19M | Buy |
+22,144
| New | +$1.19M | 0.05% | 221 |
|