AssetMark Inc’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 | $190K | Sell |
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|
2025
Q1 | $752K | Buy |
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|
2024
Q4 | $216K | Buy |
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|
2024
Q3 | $47.1K | Sell |
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|
2024
Q2 | $74K | Buy |
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|
2024
Q1 | $1.53K | Sell |
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|
2023
Q4 | $4.7K | Sell |
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|
2023
Q3 | $36K | Sell |
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|
2023
Q2 | $1.5M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $97.7K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $49K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $1K | Buy |
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