Steward Partners Investment Advisory’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
Q2 | $172K | Buy |
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|
2025
Q1 | $159K | Buy |
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|
2024
Q4 | $126K | Hold |
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|
2024
Q3 | $126K | Buy |
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|
2024
Q2 | $114K | Buy |
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|
2024
Q1 | $99.1K | Buy |
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|
2023
Q4 | $90.6K | Hold |
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|
2023
Q3 | $80.6K | Hold |
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|
2023
Q2 | $85.4K | Hold |
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|
2023
Q1 | $81.9K | Hold |
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|
2022
Q4 | $79.2K | Hold |
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|
2022
Q3 | $73K | Buy |
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|
2022
Q2 | $23K | Hold |
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|
2022
Q1 | $27K | Hold |
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|
2021
Q4 | $28K | Hold |
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|
2021
Q3 | $27K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $1K | Hold |
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|
2020
Q1 | $1K | Hold |
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|
2019
Q4 | $1K | Hold |
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|
2019
Q3 | $1K | Hold |
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|
2019
Q2 | $1K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $1K | Hold |
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|
2018
Q2 | $1K | Hold |
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|
2018
Q1 | $1K | Hold |
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|
2017
Q4 | $1K | Hold |
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|
2017
Q3 | $1K | Hold |
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|
2017
Q2 | $1K | Hold |
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|
2017
Q1 | $1K | Buy |
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