CIBC Private Wealth Group’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $579K | Sell |
7,264
-2,241
| -24% | -$179K | ﹤0.01% | 801 |
|
|
2025
Q1 | $622K | Hold |
9,505
| – | – | ﹤0.01% | 751 |
|
|
2024
Q4 | $731K | Sell |
9,505
-2,895
| -23% | -$223K | ﹤0.01% | 774 |
|
|
2024
Q3 | $943K | Hold |
12,400
| – | – | ﹤0.01% | 696 |
|
|
2024
Q2 | $868K | Hold |
12,400
| – | – | ﹤0.01% | 689 |
|
|
2024
Q1 | $897K | Hold |
12,400
| – | – | ﹤0.01% | 693 |
|
|
2023
Q4 | $832K | Hold |
12,400
| – | – | ﹤0.01% | 674 |
|
|
2023
Q3 | $741K | Hold |
12,400
| – | – | ﹤0.01% | 666 |
|
|
2023
Q2 | $785K | Hold |
12,400
| – | – | ﹤0.01% | 629 |
|
|
2023
Q1 | $1.81M | Hold |
12,400
| – | – | ﹤0.01% | 536 |
|
|
2022
Q4 | $728K | Hold |
12,400
| – | – | ﹤0.01% | 565 |
|
|
2022
Q3 | $668K | Hold |
12,400
| – | – | ﹤0.01% | 660 |
|
|
2022
Q2 | $699K | Hold |
12,400
| – | – | ﹤0.01% | 654 |
|
|
2022
Q1 | $835K | Hold |
12,400
| – | – | ﹤0.01% | 664 |
|
|
2021
Q4 | $881K | Hold |
12,400
| – | – | ﹤0.01% | 674 |
|
|
2021
Q3 | $825K | Hold |
12,400
| – | – | ﹤0.01% | 652 |
|
|
2021
Q2 | $831K | Buy |
+12,400
| New | +$831K | ﹤0.01% | 703 |
|