Morton Brown Family Wealth’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 | $38.4K | Buy |
482
+1
| +0.2% | +$80 | 0.01% | 120 |
|
|
2025
Q1 | $35.6K | Buy |
481
+2
| +0.4% | +$148 | 0.01% | 123 |
|
|
2024
Q4 | $36.5K | Buy |
479
+2
| +0.4% | +$152 | 0.01% | 118 |
|
|
2024
Q3 | $36.3K | Buy |
477
+2
| +0.4% | +$152 | 0.01% | 111 |
|
|
2024
Q2 | $34.4K | Buy |
475
+1
| +0.2% | +$72 | 0.01% | 107 |
|
|
2024
Q1 | $34.5K | Buy |
474
+2
| +0.4% | +$146 | 0.01% | 102 |
|
|
2023
Q4 | $31.7K | Buy |
472
+5
| +1% | +$336 | 0.01% | 127 |
|
|
2023
Q3 | $27.9K | Hold |
467
| – | – | 0.01% | 99 |
|
|
2023
Q2 | $29.6K | Buy |
467
+1
| +0.2% | +$63 | 0.02% | 95 |
|
|
2023
Q1 | $28.3K | Buy |
466
+2
| +0.4% | +$121 | 0.02% | 95 |
|
|
2022
Q4 | $27.2K | Buy |
464
+5
| +1% | +$293 | 0.02% | 89 |
|
|
2022
Q3 | $25K | Hold |
459
| – | – | 0.02% | 86 |
|
|
2022
Q2 | $26K | Buy |
459
+1
| +0.2% | +$57 | 0.02% | 86 |
|
|
2022
Q1 | $31K | Buy |
458
+2
| +0.4% | +$135 | 0.02% | 83 |
|
|
2021
Q4 | $32K | Buy |
+456
| New | +$32K | 0.02% | 87 |
|