Good Life Advisors’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 | $404K | Hold |
5,076
| – | – | 0.03% | 342 |
|
|
2025
Q1 | $376K | Hold |
5,076
| – | – | 0.03% | 343 |
|
|
2024
Q4 | $387K | Sell |
5,076
-5,076
| -50% | -$397K | 0.03% | 339 |
|
|
2024
Q3 | $772K | Buy |
10,152
+5,076
| +100% | +$369K | 0.05% | 261 |
|
|
2024
Q2 | $356K | Hold |
5,076
| – | – | 0.03% | 329 |
|
|
2024
Q1 | $370K | Hold |
5,076
| – | – | 0.03% | 305 |
|
|
2023
Q4 | $341K | Hold |
5,076
| – | – | 0.03% | 307 |
|
|
2023
Q3 | $303K | Sell |
5,076
-400
| -7% | -$25.2K | 0.03% | 311 |
|
|
2023
Q2 | $347K | Sell |
5,476
-796
| -13% | -$47.9K | 0.04% | 286 |
|
|
2023
Q1 | $380K | Hold |
6,272
| – | – | 0.05% | 250 |
|
|
2022
Q4 | $368K | Sell |
6,272
-168
| -3% | -$9.83K | 0.05% | 244 |
|
|
2022
Q3 | $347K | Hold |
6,440
| – | – | 0.05% | 235 |
|
|
2022
Q2 | $363K | Hold |
6,440
| – | – | 0.05% | 232 |
|
|
2022
Q1 | $433K | Hold |
6,440
| – | – | 0.05% | 228 |
|
|
2021
Q4 | $458K | Sell |
6,440
-144
| -2% | -$10.1K | 0.06% | 224 |
|
|
2021
Q3 | $438K | Hold |
6,584
| – | – | 0.06% | 216 |
|
|
2021
Q2 | $441K | Hold |
6,584
| – | – | 0.08% | 182 |
|
|
2021
Q1 | $415K | Sell |
6,584
-1,696
| -20% | -$104K | 0.08% | 181 |
|
|
2020
Q4 | $485K | Sell |
8,280
-7,084
| -46% | -$388K | 0.11% | 136 |
|
|
2020
Q3 | $769K | Sell |
15,364
-78,288
| -84% | -$3.87M | 0.21% | 90 |
|
|
2020
Q2 | $4.32M | Buy |
93,652
+48
| +0.1% | +$2.09K | 1.3% | 18 |
|
|
2020
Q1 | $3.58M | Sell |
93,604
-6,844
| -7% | -$332K | 1.3% | 15 |
|
|
2019
Q4 | $5.26M | Sell |
100,448
-1,988
| -2% | -$101K | 1.49% | 13 |
|
|
2019
Q3 | $5.07M | Sell |
102,436
-3,928
| -4% | -$192K | 1.57% | 13 |
|
|
2019
Q2 | $5.16M | Sell |
106,364
-3,068
| -3% | -$147K | 1.48% | 13 |
|
|
2019
Q1 | $5.13M | Sell |
109,432
-2,124
| -2% | -$96K | 1.53% | 13 |
|
|
2018
Q4 | $4.51M | Sell |
111,556
-3,248
| -3% | -$142K | 1.45% | 13 |
|
|
2018
Q3 | $5.44M | Buy |
114,804
+2,544
| +2% | +$121K | 1.57% | 13 |
|
|
2018
Q2 | $5.15M | Sell |
112,260
-9,108
| -8% | -$417K | 1.64% | 11 |
|
|
2018
Q1 | $5.37M | Buy |
121,368
+2,196
| +2% | +$102K | 1.82% | 11 |
|
|
2017
Q4 | $5.65M | Buy |
119,172
+1,124
| +1% | +$50.7K | 1.76% | 11 |
|
|
2017
Q3 | $5.2M | Buy |
118,048
+6,172
| +6% | +$263K | 1.97% | 10 |
|
|
2017
Q2 | $4.74M | Sell |
111,876
-16,232
| -13% | -$683K | 2.08% | 10 |
|
|
2017
Q1 | $5.29M | Sell |
128,108
-35,028
| -21% | -$1.44M | 2.53% | 10 |
|
|
2016
Q4 | $6.53M | Buy |
+163,136
| New | +$6.29M | 3.81% | 7 |
|
Other funds holding IMCB
RWM
MIC
SCM
MTC
Good Life Advisors's IMCB Position: Q2 2025 in Review
Good Life Advisors held its iShares Morningstar Mid-Cap ETF (IMCB) position steady in Q2 2025 at 5,076 shares worth $404K. The position accounts for 0.03% of the portfolio, ranked #342.
Good Life Advisors first reported a position in IMCB in Q4 2016 and has held it in 35 quarters since. The position peaked at $6.53M in Q4 2016. 183 funds tracked by Wall St. Rank hold IMCB as of Q2 2025.
- Good Life Advisors held 5,076 shares of iShares Morningstar Mid-Cap ETF worth $404K as of Q2 2025.
- Good Life Advisors left its iShares Morningstar Mid-Cap ETF share count unchanged in Q2 2025.
- iShares Morningstar Mid-Cap ETF made up 0.03% of Good Life Advisors's portfolio in Q2 2025, its #342 holding.
- Good Life Advisors first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2016 and has held it in 35 quarters since.
- Good Life Advisors's iShares Morningstar Mid-Cap ETF position peaked at $6.53M in Q4 2016.
- 183 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2025.
Based on Good Life Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.