SignatureFD’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 | $127K | Buy |
1,596
+28
| +2% | +$2.23K | ﹤0.01% | 1126 |
|
2025
Q1 | $116K | Buy |
1,568
+99
| +7% | +$7.33K | ﹤0.01% | 1128 |
|
2024
Q4 | $112K | Buy |
1,469
+16
| +1% | +$1.22K | ﹤0.01% | 1174 |
|
2024
Q3 | $110K | Buy |
1,453
+157
| +12% | +$11.9K | ﹤0.01% | 1164 |
|
2024
Q2 | $90.9K | Buy |
1,296
+74
| +6% | +$5.19K | ﹤0.01% | 1211 |
|
2024
Q1 | $89K | Buy |
1,222
+107
| +10% | +$7.8K | ﹤0.01% | 1251 |
|
2023
Q4 | $74.9K | Buy |
1,115
+40
| +4% | +$2.69K | ﹤0.01% | 1265 |
|
2023
Q3 | $64.2K | Hold |
1,075
| – | – | ﹤0.01% | 1269 |
|
2023
Q2 | $68K | Buy |
1,075
+3
| +0.3% | +$190 | ﹤0.01% | 1259 |
|
2023
Q1 | $65K | Buy |
+1,072
| New | +$65K | ﹤0.01% | 1254 |
|
2020
Q2 | – | Sell |
-1,628
| Closed | -$62K | – | 2550 |
|
2020
Q1 | $62K | Hold |
1,628
| – | – | 0.01% | 809 |
|
2019
Q4 | $85K | Buy |
+1,628
| New | +$85K | 0.01% | 765 |
|