Creative Planning’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 | $366K | Buy |
4,592
+562
| +14% | +$44.8K | ﹤0.01% | 2723 |
|
|
2025
Q1 | $299K | Buy |
4,030
+557
| +16% | +$41.3K | ﹤0.01% | 2746 |
|
|
2024
Q4 | $264K | Sell |
3,473
-11
| -0.3% | -$838 | ﹤0.01% | 2760 |
|
|
2024
Q3 | $265K | Buy |
3,484
+11
| +0.3% | +$836 | ﹤0.01% | 2625 |
|
|
2024
Q2 | $243K | Hold |
3,473
| – | – | ﹤0.01% | 2511 |
|
|
2024
Q1 | $253K | Buy |
+3,473
| New | +$253K | ﹤0.01% | 2384 |
|
|
2017
Q3 | – | Sell |
-300
| Closed | -$13K | – | 2692 |
|
|
2017
Q2 | $13K | Hold |
300
| – | – | ﹤0.01% | 3423 |
|
|
2017
Q1 | $12K | Buy |
+300
| New | +$12K | ﹤0.01% | 3434 |
|