Westside Investment 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 | $14.1K | Buy |
177
+1
| +0.6% | +$80 | ﹤0.01% | 818 |
|
|
2025
Q1 | $13.1K | Hold |
176
| – | – | ﹤0.01% | 646 |
|
|
2024
Q4 | $13.4K | Buy |
176
+1
| +0.6% | +$76 | ﹤0.01% | 633 |
|
|
2024
Q3 | $13.3K | Buy |
175
+1
| +0.6% | +$76 | ﹤0.01% | 629 |
|
|
2024
Q2 | $12.3K | Hold |
174
| – | – | ﹤0.01% | 623 |
|
|
2024
Q1 | $12.7K | Buy |
174
+1
| +0.6% | +$73 | ﹤0.01% | 592 |
|
|
2023
Q4 | $11.7K | Buy |
173
+1
| +0.6% | +$67 | ﹤0.01% | 569 |
|
|
2023
Q3 | $10.3K | Hold |
172
| – | – | ﹤0.01% | 577 |
|
|
2023
Q2 | $10.9K | Hold |
172
| – | – | ﹤0.01% | 573 |
|
|
2023
Q1 | $10.4K | Buy |
+172
| New | +$10.4K | ﹤0.01% | 580 |
|