Capital Planning Advisors’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 | $634K | Buy |
7,963
+470
| +6% | +$37.4K | 0.09% | 88 |
|
|
2025
Q1 | $555K | Buy |
7,493
+487
| +7% | +$36.1K | 0.09% | 95 |
|
|
2024
Q4 | $534K | Buy |
7,006
+1,143
| +19% | +$87K | 0.08% | 98 |
|
|
2024
Q3 | $446K | Buy |
5,863
+737
| +14% | +$56K | 0.07% | 104 |
|
|
2024
Q2 | $359K | Buy |
5,126
+1,593
| +45% | +$112K | 0.06% | 109 |
|
|
2024
Q1 | $257K | Buy |
+3,533
| New | +$257K | 0.05% | 127 |
|