Steele Capital 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 | $14.1M | Buy |
177,217
+2,430
| +1% | +$194K | 0.68% | 33 |
|
|
2025
Q1 | $12.9M | Buy |
174,787
+585
| +0.3% | +$43.3K | 0.67% | 31 |
|
|
2024
Q4 | $13.3M | Sell |
174,202
-605
| -0.3% | -$46.1K | 0.69% | 32 |
|
|
2024
Q3 | $13.3M | Buy |
174,807
+19,922
| +13% | +$1.52M | 0.7% | 31 |
|
|
2024
Q2 | $10.9M | Sell |
154,885
-865
| -0.6% | -$60.6K | 0.61% | 33 |
|
|
2024
Q1 | $11.3M | Sell |
155,750
-3,025
| -2% | -$220K | 0.65% | 32 |
|
|
2023
Q4 | $10.7M | Buy |
+158,775
| New | +$10.7M | 0.69% | 29 |
|