HighTower Advisors’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 | $3.47M | Buy |
43,592
+1
| +0% | +$80 | ﹤0.01% | 1271 |
|
|
2025
Q1 | $3.23M | Sell |
43,591
-2,123
| -5% | -$157K | ﹤0.01% | 1257 |
|
|
2024
Q4 | $3.48M | Buy |
45,714
+585
| +1% | +$44.5K | ﹤0.01% | 1210 |
|
|
2024
Q3 | $3.44M | Sell |
45,129
-28
| -0.1% | -$2.13K | ﹤0.01% | 1207 |
|
|
2024
Q2 | $3.16M | Sell |
45,157
-1,405
| -3% | -$98.4K | ﹤0.01% | 1209 |
|
|
2024
Q1 | $3.39M | Sell |
46,562
-8,955
| -16% | -$652K | 0.01% | 1138 |
|
|
2023
Q4 | $3.73M | Buy |
55,517
+16,999
| +44% | +$1.14M | 0.01% | 1110 |
|
|
2023
Q3 | $2.3M | Sell |
38,518
-267
| -0.7% | -$15.9K | ﹤0.01% | 1303 |
|
|
2023
Q2 | $2.46M | Buy |
38,785
+2,285
| +6% | +$145K | ﹤0.01% | 1230 |
|
|
2023
Q1 | $2.22M | Hold |
36,500
| – | – | ﹤0.01% | 1223 |
|
|
2022
Q4 | $2.14M | Sell |
36,500
-1,976
| -5% | -$116K | ﹤0.01% | 1248 |
|
|
2022
Q3 | $2.07M | Sell |
38,476
-1,307
| -3% | -$70.4K | 0.01% | 1210 |
|
|
2022
Q2 | $2.24M | Sell |
39,783
-4,485
| -10% | -$253K | 0.01% | 1192 |
|
|
2022
Q1 | $2.98M | Buy |
44,268
+24,189
| +120% | +$1.63M | 0.01% | 1149 |
|
|
2021
Q4 | $1.43M | Buy |
20,079
+295
| +1% | +$21K | ﹤0.01% | 1565 |
|
|
2021
Q3 | $1.32M | Sell |
19,784
-31
| -0.2% | -$2.06K | ﹤0.01% | 1507 |
|
|
2021
Q2 | $1.33M | Sell |
19,815
-797
| -4% | -$53.5K | ﹤0.01% | 1477 |
|
|
2021
Q1 | $1.3M | Sell |
20,612
-7,396
| -26% | -$465K | ﹤0.01% | 1431 |
|
|
2020
Q4 | $1.64M | Buy |
28,008
+292
| +1% | +$17.1K | 0.01% | 990 |
|
|
2020
Q3 | $1.39M | Buy |
27,716
+260
| +0.9% | +$13K | 0.01% | 1046 |
|
|
2020
Q2 | $1.26M | Sell |
27,456
-11,016
| -29% | -$507K | 0.01% | 1009 |
|
|
2020
Q1 | $1.47M | Sell |
38,472
-1,960
| -5% | -$75K | 0.01% | 850 |
|
|
2019
Q4 | $2.12M | Sell |
40,432
-996
| -2% | -$52.2K | 0.01% | 831 |
|
|
2019
Q3 | $2.05M | Buy |
41,428
+1,268
| +3% | +$62.7K | 0.01% | 881 |
|
|
2019
Q2 | $1.95M | Buy |
40,160
+3,056
| +8% | +$148K | 0.01% | 908 |
|
|
2019
Q1 | $1.75M | Buy |
37,104
+6,956
| +23% | +$328K | 0.01% | 909 |
|
|
2018
Q4 | $1.22M | Buy |
30,148
+6,408
| +27% | +$259K | 0.01% | 962 |
|
|
2018
Q3 | $1.13M | Buy |
23,740
+2,408
| +11% | +$114K | 0.01% | 1066 |
|
|
2018
Q2 | $981K | Sell |
21,332
-1,012
| -5% | -$46.5K | 0.01% | 1121 |
|
|
2018
Q1 | $1.02M | Sell |
22,344
-4,664
| -17% | -$212K | 0.01% | 1063 |
|
|
2017
Q4 | $1.26M | Sell |
27,008
-70,816
| -72% | -$3.29M | 0.01% | 1001 |
|
|
2017
Q3 | $4.27M | Buy |
97,824
+39,968
| +69% | +$1.75M | 0.04% | 516 |
|
|
2017
Q2 | $2.45M | Buy |
57,856
+3,504
| +6% | +$148K | 0.02% | 726 |
|
|
2017
Q1 | $2.26M | Sell |
54,352
-8,068
| -13% | -$335K | 0.02% | 717 |
|
|
2016
Q4 | $2.45M | Buy |
62,420
+768
| +1% | +$30.2K | 0.03% | 634 |
|
|
2016
Q3 | $2.38M | Buy |
61,652
+22,932
| +59% | +$884K | 0.03% | 602 |
|
|
2016
Q2 | $1.44M | Buy |
38,720
+20,900
| +117% | +$779K | 0.02% | 727 |
|
|
2016
Q1 | $645K | Buy |
+17,820
| New | +$645K | ﹤0.01% | 1188 |
|