PFG Investments’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 | $506K | Buy |
6,354
+1,431
| +29% | +$114K | 0.03% | 524 |
|
|
2025
Q1 | $365K | Hold |
4,923
| – | – | 0.02% | 616 |
|
|
2024
Q4 | $375K | Sell |
4,923
-1,014
| -17% | -$77.2K | 0.02% | 613 |
|
|
2024
Q3 | $451K | Buy |
5,937
+1,009
| +20% | +$76.7K | 0.03% | 532 |
|
|
2024
Q2 | $345K | Sell |
4,928
-48
| -1% | -$3.37K | 0.02% | 594 |
|
|
2024
Q1 | $362K | Buy |
+4,976
| New | +$362K | 0.02% | 661 |
|
|
2023
Q4 | – | Sell |
-5,174
| Closed | -$309K | – | 510 |
|
|
2023
Q3 | $309K | Buy |
5,174
+200
| +4% | +$11.9K | 0.06% | 343 |
|
|
2023
Q2 | $315K | Buy |
+4,974
| New | +$315K | 0.06% | 360 |
|