NFP Retirement Inc’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 | $383K | Hold |
4,803
| – | – | 0.03% | 230 |
|
|
2025
Q1 | $356K | Hold |
4,803
| – | – | 0.03% | 211 |
|
|
2024
Q4 | $366K | Hold |
4,803
| – | – | 0.03% | 216 |
|
|
2024
Q3 | $365K | Hold |
4,803
| – | – | 0.03% | 217 |
|
|
2024
Q2 | $337K | Sell |
4,803
-432
| -8% | -$30.3K | 0.03% | 217 |
|
|
2024
Q1 | $381K | Buy |
+5,235
| New | +$381K | 0.03% | 204 |
|