Pitti Group Wealth Management’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 | $1.31M | Sell |
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|
2025
Q1 | $1.26M | Sell |
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|
2024
Q4 | $1.35M | Sell |
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|
2024
Q3 | $1.22M | Hold |
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|
2024
Q2 | $1.22M | Buy |
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|
2024
Q1 | $1.28M | Sell |
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|
2023
Q4 | $1.22M | Sell |
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|
2023
Q3 | $1.14M | Buy |
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|
2023
Q2 | $1.11M | Sell |
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|
2023
Q1 | $1.08M | Buy |
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|
2022
Q4 | $1.04M | Buy |
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|
2022
Q3 | $699K | Buy |
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|
2022
Q2 | $713K | Sell |
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|
2022
Q1 | $862K | Buy |
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|
2021
Q4 | $538K | Buy |
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