Wealth Management Associates’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
Q3 | $317K | Hold |
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|
2025
Q2 | $304K | Hold |
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|
2025
Q1 | $283K | Sell |
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|
2024
Q4 | $306K | Hold |
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|
2024
Q3 | $306K | Sell |
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|
2024
Q2 | $285K | Hold |
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|
2024
Q1 | $285K | Sell |
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|
2023
Q4 | $283K | Hold |
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|
2023
Q3 | $252K | Hold |
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|
2023
Q2 | $267K | Hold |
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|
2023
Q1 | $256K | Hold |
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|
2022
Q4 | $248K | Hold |
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|
2022
Q3 | $227K | Hold |
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|
2022
Q2 | $238K | Hold |
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|
2022
Q1 | $284K | Sell |
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|
2021
Q4 | $318K | Hold |
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|
2021
Q3 | $298K | Hold |
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|
2021
Q2 | $300K | Hold |
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|
2021
Q1 | $281K | Hold |
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|
2020
Q4 | $262K | Buy |
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|
2020
Q3 | $222K | Sell |
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|
2020
Q2 | $236K | Sell |
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|
2020
Q1 | $203K | Hold |
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|
2019
Q4 | $278K | Sell |
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|
2019
Q3 | $266K | Buy |
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|
2019
Q2 | $245K | Sell |
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|
2019
Q1 | $239K | Hold |
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|
2018
Q4 | $205K | Buy |
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