Capital Planning Advisors’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Capital Planning Advisors’s Portfolio IMCB Stock Details IMCB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$634K	Buy
2025 Q1	$555K	Buy
2024 Q4	$534K	Buy
2024 Q3	$446K	Buy
2024 Q2	$359K	Buy
2024 Q1	$257K	Buy