Rede Wealth’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 | $832K | Buy |
10,445
+303
| +3% | +$24.1K | 0.3% | 36 |
|
|
2025
Q1 | $751K | Sell |
10,142
-2,783
| -22% | -$206K | 0.27% | 38 |
|
|
2024
Q4 | $984K | Sell |
12,925
-2,961
| -19% | -$225K | 0.38% | 28 |
|
|
2024
Q3 | $1.21M | Sell |
15,886
-1,907
| -11% | -$145K | 0.46% | 22 |
|
|
2024
Q2 | $1.25M | Buy |
17,793
+452
| +3% | +$31.7K | 1.15% | 22 |
|
|
2024
Q1 | $1.26M | Buy |
17,341
+3,625
| +26% | +$264K | 0.53% | 23 |
|
|
2023
Q4 | $921K | Buy |
+13,716
| New | +$921K | 0.44% | 30 |
|