Philip James Wealth Mangement’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 | $454K | Buy |
5,694
+19
| +0.3% | +$1.51K | 0.06% | 115 |
|
|
2025
Q1 | $420K | Sell |
5,675
-355
| -6% | -$26.3K | 0.05% | 111 |
|
|
2024
Q4 | $459K | Buy |
6,030
+24
| +0.4% | +$1.83K | 0.06% | 111 |
|
|
2024
Q3 | $457K | Sell |
6,006
-19
| -0.3% | -$1.44K | 0.06% | 105 |
|
|
2024
Q2 | $422K | Buy |
6,025
+19
| +0.3% | +$1.33K | 0.28% | 34 |
|
|
2024
Q1 | $437K | Buy |
6,006
+20
| +0.3% | +$1.46K | 0.31% | 37 |
|
|
2023
Q4 | $402K | Buy |
+5,986
| New | +$402K | 0.31% | 37 |
|