Wealth Enhancement Advisory Services’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 | $2.48M | Sell |
30,634
-458
| -1% | -$37.1K | ﹤0.01% | 1245 |
|
|
2025
Q1 | $2.3M | Buy |
31,092
+66
| +0.2% | +$4.89K | ﹤0.01% | 1175 |
|
|
2024
Q4 | $2.36M | Buy |
31,026
+5,505
| +22% | +$419K | ﹤0.01% | 1095 |
|
|
2024
Q3 | $1.94M | Sell |
25,521
-296
| -1% | -$22.5K | ﹤0.01% | 1067 |
|
|
2024
Q2 | $1.81M | Buy |
25,817
+578
| +2% | +$40.5K | ﹤0.01% | 1024 |
|
|
2024
Q1 | $1.84M | Buy |
25,239
+8
| +0% | +$583 | ﹤0.01% | 978 |
|
|
2023
Q4 | $1.69M | Buy |
25,231
+26
| +0.1% | +$1.75K | ﹤0.01% | 954 |
|
|
2023
Q3 | $1.51M | Buy |
+25,205
| New | +$1.51M | 0.01% | 959 |
|