NewEdge Advisors’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 | $159K | Buy |
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|
2025
Q1 | $148K | Buy |
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|
2024
Q4 | $152K | Buy |
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|
2024
Q3 | $151K | Buy |
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|
2024
Q2 | $36.4K | Sell |
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|
2024
Q1 | $42.2K | Hold |
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|
2023
Q4 | $38.9K | Sell |
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|
2023
Q3 | $844K | Buy |
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|
2023
Q2 | $830K | Sell |
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|
2023
Q1 | $862K | Buy |
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|
2022
Q4 | $53.8K | Sell |
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|
2022
Q3 | $318K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $2.09M | Buy |
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|
2021
Q3 | $1.95M | Buy |
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