Western 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 | – | Sell |
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|
2025
Q1 | $211K | Sell |
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|
2024
Q4 | $225K | Hold |
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|
2024
Q3 | $224K | Sell |
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|
2024
Q2 | $224K | Sell |
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|
2024
Q1 | $240K | Hold |
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|
2023
Q4 | $222K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $229K | Sell |
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|
2023
Q1 | $424K | Sell |
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|
2022
Q4 | $502K | Sell |
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|
2022
Q3 | $731K | Sell |
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|
2022
Q2 | $975K | Sell |
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|
2022
Q1 | $1.27M | Buy |
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|
2021
Q4 | $726K | Buy |
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|
2021
Q2 | $486K | Buy |
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|
2021
Q1 | $456K | Sell |
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|
2020
Q4 | $471K | Buy |
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|
2020
Q3 | $397K | Buy |
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|
2020
Q2 | $291K | Buy |
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|
2020
Q1 | $229K | Sell |
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|
2019
Q4 | $324K | Buy |
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|
2019
Q3 | $303K | Buy |
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|
2019
Q2 | $261K | Buy |
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|
2019
Q1 | $241K | Sell |
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|
2018
Q4 | $215K | Buy |
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