XML Financial’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 | $311K | Hold |
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|
2025
Q2 | $298K | Sell |
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|
2025
Q1 | $281K | Buy |
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|
2024
Q4 | $235K | Sell |
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|
2024
Q3 | $289K | Sell |
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|
2024
Q2 | $268K | Hold |
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|
2024
Q1 | $279K | Hold |
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|
2023
Q4 | $257K | Hold |
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|
2023
Q3 | $229K | Hold |
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|
2023
Q2 | $242K | Hold |
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|
2023
Q1 | $232K | Hold |
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|
2022
Q4 | $225K | Hold |
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|
2022
Q3 | $206K | Hold |
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|
2022
Q2 | $216K | Hold |
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|
2022
Q1 | $258K | Hold |
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|
2021
Q4 | $272K | Hold |
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|
2021
Q3 | $255K | Hold |
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|
2021
Q2 | $257K | Hold |
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|
2021
Q1 | $241K | Hold |
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|
2020
Q4 | $224K | Buy |
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