Apella Capital’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $928K | Hold |
11,532
| – | – | 0.03% | 227 |
|
|
2025
Q1 | $816K | Hold |
11,532
| – | – | 0.03% | 212 |
|
|
2024
Q4 | $878K | Hold |
11,532
| – | – | 0.03% | 171 |
|
|
2024
Q3 | $871K | Hold |
11,532
| – | – | 0.04% | 158 |
|
|
2024
Q2 | $805K | Hold |
11,532
| – | – | 0.04% | 165 |
|
|
2024
Q1 | $831K | Hold |
11,532
| – | – | 0.04% | 153 |
|
|
2023
Q4 | $757K | Hold |
11,532
| – | – | 0.04% | 153 |
|
|
2023
Q3 | $689K | Hold |
11,532
| – | – | 0.05% | 144 |
|
|
2023
Q2 | $730K | Buy |
+11,532
| New | +$730K | 0.05% | 143 |
|
|
2022
Q4 | $677K | Hold |
11,532
| – | – | 0.06% | 135 |
|
|
2022
Q3 | $621K | Hold |
11,532
| – | – | 0.07% | 119 |
|
|
2022
Q2 | $650K | Hold |
11,532
| – | – | 0.08% | 119 |
|
|
2022
Q1 | $776K | Hold |
11,532
| – | – | 0.11% | 102 |
|
|
2021
Q4 | $820K | Hold |
11,532
| – | – | 0.1% | 99 |
|
|
2021
Q3 | $767K | Hold |
11,532
| – | – | 0.11% | 102 |
|
|
2021
Q2 | $773K | Hold |
11,532
| – | – | 0.13% | 110 |
|
|
2021
Q1 | $725K | Hold |
11,532
| – | – | 0.23% | 73 |
|
|
2020
Q4 | $675K | Hold |
11,532
| – | – | 0.24% | 70 |
|
|
2020
Q3 | $578K | Hold |
11,532
| – | – | 0.23% | 72 |
|
|
2020
Q2 | $532K | Buy |
+11,532
| New | +$532K | 0.25% | 73 |
|