MAI Capital Management’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 | $27.1K | Hold |
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|
2025
Q1 | $25.2K | Sell |
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|
2024
Q4 | $26.7K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $307K | Sell |
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|
2024
Q1 | $323K | Buy |
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|
2023
Q4 | $278K | Hold |
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|
2023
Q3 | $247K | Hold |
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|
2023
Q2 | $262K | Hold |
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|
2023
Q1 | $251K | Sell |
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|
2022
Q4 | $246K | Buy |
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|
2022
Q3 | $219K | Buy |
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|
2022
Q2 | $225K | Hold |
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|
2022
Q1 | $269K | Hold |
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|
2021
Q4 | $284K | Hold |
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|
2021
Q3 | $266K | Hold |
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|
2021
Q2 | $268K | Hold |
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|
2021
Q1 | $251K | Hold |
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|
2020
Q4 | $234K | Hold |
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|
2020
Q3 | $200K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $210K | Buy |
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