YWS
Yarger Wealth Strategies’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.49M | Buy |
68,964
+171
| +0.2% | +$13.6K | 2.87% | 9 |
|
|
2025
Q1 | $5.1M | Buy |
68,793
+185
| +0.3% | +$13.7K | 2.97% | 12 |
|
|
2024
Q4 | $5.22M | Buy |
68,608
+26
| +0% | +$1.98K | 3.01% | 12 |
|
|
2024
Q3 | $5.21M | Buy |
68,582
+31
| +0% | +$2.36K | 2.88% | 12 |
|
|
2024
Q2 | $4.81M | Sell |
68,551
-726
| -1% | -$50.9K | 2.89% | 12 |
|
|
2024
Q1 | $5.05M | Buy |
69,277
+222
| +0.3% | +$16.2K | 3.44% | 10 |
|
|
2023
Q4 | $4.64M | Buy |
69,055
+650
| +1% | +$43.6K | 3.74% | 10 |
|
|
2023
Q3 | $4.09M | Sell |
68,405
-420
| -0.6% | -$25.1K | 3.48% | 11 |
|
|
2023
Q2 | $4.36M | Sell |
68,825
-978
| -1% | -$61.9K | 3.92% | 8 |
|
|
2023
Q1 | $4.23M | Sell |
69,803
-2,554
| -4% | -$155K | 4.64% | 7 |
|
|
2022
Q4 | $4.25M | Buy |
72,357
+349
| +0.5% | +$20.5K | 5.26% | 7 |
|
|
2022
Q3 | $3.88M | Buy |
72,008
+371
| +0.5% | +$20K | 5.14% | 5 |
|
|
2022
Q2 | $4.14M | Buy |
71,637
+228
| +0.3% | +$13.2K | 5.35% | 6 |
|
|
2022
Q1 | $4.81M | Buy |
71,409
+10,950
| +18% | +$737K | 6.27% | 4 |
|
|
2021
Q4 | $4.3M | Buy |
+60,459
| New | +$4.3M | 4.63% | 8 |
|