Corient Private Wealth’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 | $693K | Buy |
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|
2025
Q1 | $581K | Sell |
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|
2024
Q4 | $790K | Sell |
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|
2024
Q3 | $1.19M | Sell |
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|
2024
Q2 | $2.97M | Sell |
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|
2024
Q1 | $3.11M | Buy |
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|
2023
Q4 | $2.76M | Buy |
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|
2023
Q3 | $2.16M | Sell |
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|
2023
Q2 | $2.53M | Buy |
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|
2023
Q1 | $2.35M | Sell |
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|
2022
Q4 | $6.73M | Buy |
|