Tyler-Stone Wealth 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 | $281K | Hold |
3,526
| – | – | 0.05% | 275 |
|
|
2025
Q1 | $261K | Hold |
3,526
| – | – | 0.05% | 277 |
|
|
2024
Q4 | $269K | Sell |
3,526
-660
| -16% | -$50.3K | 0.05% | 272 |
|
|
2024
Q3 | $318K | Buy |
4,186
+2,093
| +100% | +$159K | 0.06% | 237 |
|
|
2024
Q2 | $147K | Sell |
2,093
-170
| -8% | -$11.9K | 0.06% | 230 |
|
|
2024
Q1 | $165K | Hold |
2,263
| – | – | 0.07% | 211 |
|
|
2023
Q4 | $152K | Sell |
2,263
-169
| -7% | -$11.3K | 0.08% | 204 |
|
|
2023
Q3 | $145K | Sell |
2,432
-15
| -0.6% | -$894 | 0.08% | 194 |
|
|
2023
Q2 | $155K | Buy |
+2,447
| New | +$155K | 0.09% | 192 |
|
|
2022
Q4 | $145K | Sell |
2,477
-42
| -2% | -$2.46K | 0.1% | 186 |
|
|
2022
Q3 | $136K | Hold |
2,519
| – | – | 0.1% | 177 |
|
|
2022
Q2 | $142K | Hold |
2,519
| – | – | 0.09% | 189 |
|
|
2022
Q1 | $170K | Sell |
2,519
-24
| -0.9% | -$1.62K | 0.09% | 193 |
|
|
2021
Q4 | $181K | Buy |
+2,543
| New | +$181K | 0.1% | 196 |
|