Woodard & Company Asset Management Group’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 | $3.87M | Sell |
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|
2025
Q1 | $3.7M | Sell |
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|
2024
Q4 | $3.88M | Sell |
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|
2024
Q3 | $3.91M | Sell |
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|
2024
Q2 | $7.66M | Buy |
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|
2024
Q1 | $7.84M | Sell |
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|
2023
Q4 | $7.29M | Sell |
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|
2023
Q3 | $6.61M | Buy |
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|
2023
Q2 | $5.91M | Buy |
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|
2023
Q1 | $5.66M | Sell |
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|
2022
Q4 | $5.59M | Sell |
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|
2022
Q3 | $5.24M | Sell |
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|
2022
Q2 | $5.55M | Sell |
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|
2022
Q1 | $6.82M | Buy |
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