Tyler-Stone Wealth Management’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 | $281K | Hold |
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|
2025
Q1 | $261K | Hold |
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|
2024
Q4 | $269K | Sell |
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|
2024
Q3 | $318K | Buy |
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|
2024
Q2 | $147K | Sell |
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|
2024
Q1 | $165K | Hold |
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|
2023
Q4 | $152K | Sell |
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|
2023
Q3 | $145K | Sell |
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|
2023
Q2 | $155K | Buy |
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|
2022
Q4 | $145K | Sell |
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|
2022
Q3 | $136K | Hold |
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|
2022
Q2 | $142K | Hold |
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|
2022
Q1 | $170K | Sell |
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|
2021
Q4 | $181K | Buy |
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