CIBC Private Wealth Group’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 | $579K | Sell |
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|
2025
Q1 | $622K | Hold |
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|
2024
Q4 | $731K | Sell |
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|
2024
Q3 | $943K | Hold |
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|
2024
Q2 | $868K | Hold |
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|
2024
Q1 | $897K | Hold |
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|
2023
Q4 | $832K | Hold |
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|
2023
Q3 | $741K | Hold |
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|
2023
Q2 | $785K | Hold |
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|
2023
Q1 | $1.81M | Hold |
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|
2022
Q4 | $728K | Hold |
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|
2022
Q3 | $668K | Hold |
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|
2022
Q2 | $699K | Hold |
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|
2022
Q1 | $835K | Hold |
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|
2021
Q4 | $881K | Hold |
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|
2021
Q3 | $825K | Hold |
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|
2021
Q2 | $831K | Buy |
|