Morton Brown Family Wealth’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 | $40.2K | Buy |
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|
2025
Q2 | $38.4K | Buy |
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|
2025
Q1 | $35.6K | Buy |
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|
2024
Q4 | $36.5K | Buy |
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|
2024
Q3 | $36.3K | Buy |
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|
2024
Q2 | $34.4K | Buy |
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|
2024
Q1 | $34.5K | Buy |
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|
2023
Q4 | $31.7K | Buy |
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|
2023
Q3 | $27.9K | Hold |
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|
2023
Q2 | $29.6K | Buy |
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|
2023
Q1 | $28.3K | Buy |
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|
2022
Q4 | $27.2K | Buy |
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|
2022
Q3 | $25K | Hold |
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|
2022
Q2 | $26K | Buy |
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|
2022
Q1 | $31K | Buy |
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|
2021
Q4 | $32K | Buy |
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