Van Hulzen Asset 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
Q1 | – | Sell |
-344
| Closed | -$26.2K | – | 676 |
|
|
2024
Q4 | $26.2K | Buy |
+344
| New | +$26.2K | ﹤0.01% | 632 |
|
|
2018
Q2 | – | Sell |
-5,164
| Closed | -$234K | – | 208 |
|
|
2018
Q1 | $234K | Sell |
5,164
-1,020
| -16% | -$46.2K | 0.07% | 169 |
|
|
2017
Q4 | $287K | Sell |
6,184
-260
| -4% | -$12.1K | 0.09% | 159 |
|
|
2017
Q3 | $282K | Buy |
+6,444
| New | +$282K | 0.1% | 134 |
|