Sowell Financial Services’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 | $3.15M | Sell |
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2025
Q2 | $3.07M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $2.11M | Buy |
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|
2021
Q3 | $1.53M | Buy |
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|
2021
Q2 | $947K | Sell |
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|
2021
Q1 | $439K | Buy |
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|
2020
Q4 | $25K | Hold |
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|
2020
Q3 | $21K | Hold |
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|
2020
Q2 | $19K | Hold |
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|
2020
Q1 | $16K | Hold |
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|
2019
Q4 | $22K | Hold |
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|
2019
Q3 | $21K | Buy |
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