PPS&V Asset Management Consultants’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
Q3 | $320K | Hold |
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|
2025
Q2 | $307K | Hold |
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|
2025
Q1 | $285K | Hold |
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|
2024
Q4 | $293K | Hold |
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|
2024
Q3 | $293K | Sell |
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|
2024
Q2 | $340K | Hold |
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|
2024
Q1 | $353K | Sell |
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|
2023
Q4 | $755K | Hold |
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|
2023
Q3 | $672K | Buy |
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|
2023
Q2 | $712K | Sell |
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|
2023
Q1 | $682K | Hold |
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|
2022
Q4 | $660K | Buy |
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