Pitti Group Wealth Management’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 | $1.31M | Sell |
16,507
-451
| -3% | -$35.9K | 1.13% | 22 |
|
|
2025
Q1 | $1.26M | Sell |
16,958
-769
| -4% | -$57K | 1.29% | 24 |
|
|
2024
Q4 | $1.35M | Sell |
17,727
-473
| -3% | -$36K | 1.37% | 21 |
|
|
2024
Q3 | $1.22M | Hold |
18,200
| – | – | 1.33% | 22 |
|
|
2024
Q2 | $1.22M | Buy |
18,200
+228
| +1% | +$15.3K | 1.33% | 22 |
|
|
2024
Q1 | $1.28M | Sell |
17,972
-228
| -1% | -$16.2K | 1.43% | 21 |
|
|
2023
Q4 | $1.22M | Sell |
18,200
-818
| -4% | -$54.9K | 1.33% | 22 |
|
|
2023
Q3 | $1.14M | Buy |
19,018
+1,498
| +9% | +$89.5K | 1.3% | 25 |
|
|
2023
Q2 | $1.11M | Sell |
17,520
-241
| -1% | -$15.3K | 1.24% | 25 |
|
|
2023
Q1 | $1.08M | Buy |
17,761
+58
| +0.3% | +$3.52K | 1.2% | 24 |
|
|
2022
Q4 | $1.04M | Buy |
17,703
+4,738
| +37% | +$278K | 1.24% | 23 |
|
|
2022
Q3 | $699K | Buy |
12,965
+305
| +2% | +$16.4K | 0.96% | 26 |
|
|
2022
Q2 | $713K | Sell |
12,660
-154
| -1% | -$8.67K | 0.97% | 25 |
|
|
2022
Q1 | $862K | Buy |
12,814
+5,250
| +69% | +$353K | 1.01% | 22 |
|
|
2021
Q4 | $538K | Buy |
+7,564
| New | +$538K | 0.6% | 47 |
|