Cerity Partners’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 | $1.66M | Buy |
20,889
+37
| +0.2% | +$2.95K | ﹤0.01% | 1293 |
|
|
2025
Q1 | $1.54M | Sell |
20,852
-784
| -4% | -$58.1K | ﹤0.01% | 1231 |
|
|
2024
Q4 | $1.65M | Buy |
21,636
+47
| +0.2% | +$3.58K | ﹤0.01% | 1191 |
|
|
2024
Q3 | $1.64M | Sell |
21,589
-1,354
| -6% | -$103K | ﹤0.01% | 1181 |
|
|
2024
Q2 | $1.61M | Buy |
22,943
+36
| +0.2% | +$2.52K | ﹤0.01% | 1010 |
|
|
2024
Q1 | $1.67M | Buy |
22,907
+37
| +0.2% | +$2.7K | ﹤0.01% | 1057 |
|
|
2023
Q4 | $1.54M | Buy |
+22,870
| New | +$1.54M | 0.01% | 845 |
|
|
2023
Q3 | – | Sell |
-22,762
| Closed | -$1.44M | – | 1541 |
|
|
2023
Q2 | $1.44M | Buy |
22,762
+1,433
| +7% | +$90.7K | 0.01% | 814 |
|
|
2023
Q1 | $1.29M | Buy |
21,329
+44
| +0.2% | +$2.67K | ﹤0.01% | 871 |
|
|
2022
Q4 | $1.25M | Buy |
21,285
+119
| +0.6% | +$6.98K | 0.01% | 639 |
|
|
2022
Q3 | $1.14M | Hold |
21,166
| – | – | 0.01% | 484 |
|
|
2022
Q2 | $1.19M | Hold |
21,166
| – | – | 0.01% | 514 |
|
|
2022
Q1 | $1.42M | Hold |
21,166
| – | – | 0.02% | 382 |
|
|
2021
Q4 | $1.5M | Buy |
+21,166
| New | +$1.5M | 0.02% | 364 |
|