Apella Capital’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 | $942K | Hold |
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|
2025
Q2 | $928K | Hold |
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|
2025
Q1 | $816K | Hold |
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|
2024
Q4 | $878K | Hold |
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|
2024
Q3 | $871K | Hold |
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|
2024
Q2 | $805K | Hold |
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|
2024
Q1 | $831K | Hold |
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|
2023
Q4 | $757K | Hold |
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|
2023
Q3 | $689K | Hold |
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|
2023
Q2 | $730K | Buy |
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|
2022
Q4 | $677K | Hold |
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|
2022
Q3 | $621K | Hold |
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|
2022
Q2 | $650K | Hold |
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|
2022
Q1 | $776K | Hold |
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|
2021
Q4 | $820K | Hold |
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|
2021
Q3 | $767K | Hold |
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|
2021
Q2 | $773K | Hold |
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|
2021
Q1 | $725K | Hold |
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|
2020
Q4 | $675K | Hold |
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|
2020
Q3 | $578K | Hold |
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|
2020
Q2 | $532K | Buy |
|