Advisory Services Network’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 | $978K | Sell |
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|
2025
Q1 | $962K | Sell |
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|
2024
Q4 | $1.01M | Buy |
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|
2024
Q3 | $379K | Hold |
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|
2024
Q2 | $379K | Sell |
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|
2024
Q1 | $417K | Hold |
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|
2023
Q4 | $385K | Hold |
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|
2023
Q3 | $342K | Hold |
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|
2023
Q2 | $363K | Hold |
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|
2023
Q1 | $347K | Buy |
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|
2022
Q4 | $318K | Hold |
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|
2022
Q3 | $292K | Hold |
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|
2022
Q2 | $305K | Hold |
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|
2022
Q1 | $364K | Sell |
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|
2021
Q4 | $395K | Hold |
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|
2021
Q3 | $370K | Hold |
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|
2021
Q2 | $373K | Buy |
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|
2021
Q1 | $317K | Sell |
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|
2020
Q4 | $299K | Sell |
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|
2020
Q3 | $349K | Hold |
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|
2020
Q2 | $322K | Sell |
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|
2020
Q1 | $269K | Sell |
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|
2019
Q4 | $1.53M | Sell |
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|
2019
Q3 | $2.38M | Hold |
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|
2019
Q2 | $2.38M | Sell |
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|
2019
Q1 | $2.36M | Buy |
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|
2018
Q4 | $454K | Buy |
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|
2018
Q3 | $260K | Buy |
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|
2018
Q2 | $250K | Hold |
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|
2018
Q1 | $239K | Hold |
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|
2017
Q4 | $245K | Hold |
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|
2017
Q3 | $231K | Hold |
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|
2017
Q2 | $223K | Sell |
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|
2017
Q1 | $262K | Buy |
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|
2016
Q3 | $190K | Buy |
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|
2016
Q2 | $86K | Hold |
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|
2016
Q1 | $84K | Sell |
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|
2015
Q4 | $90K | Hold |
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|
2015
Q3 | $86K | Hold |
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|
2015
Q2 | $95K | Buy |
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|
2015
Q1 | $40K | Hold |
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|
2014
Q4 | $38K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $23K | Buy |
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