Avantax Advisory Services’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 | $6.63M | Buy |
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|
2025
Q1 | $6.1M | Buy |
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|
2024
Q4 | $6.26M | Sell |
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|
2024
Q3 | $6.59M | Buy |
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|
2024
Q2 | $5.91M | Buy |
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|
2024
Q1 | $5.94M | Sell |
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|
2023
Q4 | $5.9M | Sell |
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|
2023
Q3 | $5.43M | Sell |
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|
2023
Q2 | $5.79M | Sell |
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|
2023
Q1 | $5.75M | Sell |
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|
2022
Q4 | $12.5M | Buy |
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|
2022
Q3 | $11.2M | Sell |
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|
2022
Q2 | $11.8M | Sell |
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|
2022
Q1 | $14.7M | Sell |
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|
2021
Q4 | $16.4M | Sell |
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|
2021
Q3 | $15.4M | Buy |
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|
2021
Q2 | $15.4M | Buy |
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|
2021
Q1 | $14M | Buy |
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|
2020
Q4 | $12.4M | Sell |
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|
2020
Q3 | $17.9M | Buy |
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|
2020
Q2 | $9.06M | Buy |
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|
2020
Q1 | $6.98M | Sell |
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|
2019
Q4 | $9.59M | Buy |
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|
2019
Q3 | $935K | Buy |
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|
2019
Q2 | $881K | Buy |
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|
2019
Q1 | $835K | Buy |
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|
2018
Q4 | $708K | Buy |
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