World Investment Advisors’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 | – | Sell |
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|
2025
Q2 | $1.52M | Sell |
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|
2025
Q1 | $1.53M | Sell |
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|
2024
Q4 | $1.62M | Buy |
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|
2024
Q3 | $1.59M | Sell |
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|
2024
Q2 | $1.48M | Sell |
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|
2024
Q1 | $1.54M | Buy |
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|
2023
Q4 | $1.3M | Sell |
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|
2023
Q3 | $1.16M | Buy |
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|
2023
Q2 | $1.2M | Buy |
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|
2023
Q1 | $1.11M | Buy |
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|
2022
Q4 | $1.04M | Buy |
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|
2022
Q3 | $942K | Sell |
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|
2022
Q2 | $1.09M | Buy |
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|
2022
Q1 | $1.09M | Buy |
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|
2021
Q4 | $1.06M | Buy |
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|
2021
Q3 | $899K | Buy |
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|
2021
Q2 | $795K | Sell |
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|
2021
Q1 | $740K | Buy |
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|
2020
Q4 | $603K | Buy |
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|
2020
Q3 | $409K | Hold |
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|
2020
Q2 | $416K | Sell |
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|
2020
Q1 | $386K | Buy |
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|
2019
Q4 | $515K | Buy |
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|
2019
Q3 | $481K | Buy |
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|
2019
Q2 | $408K | Sell |
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|
2019
Q1 | $424K | Buy |
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|
2018
Q4 | $391K | Buy |
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