Mercer Global 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 | $6.5M | Buy |
+81,572
| New | +$6.5M | 0.01% | 480 |
|
|
2025
Q1 | – | Sell |
-2,644
| Closed | -$201K | – | 2207 |
|
|
2024
Q4 | $201K | Buy |
+2,644
| New | +$201K | ﹤0.01% | 1973 |
|
|
2024
Q2 | – | Sell |
-3,469
| Closed | -$253K | – | 2001 |
|
|
2024
Q1 | $253K | Buy |
+3,469
| New | +$253K | ﹤0.01% | 1661 |
|
|
2023
Q3 | – | Sell |
-3,904
| Closed | -$247K | – | 2003 |
|
|
2023
Q2 | $247K | Sell |
3,904
-4,999
| -56% | -$316K | ﹤0.01% | 1625 |
|
|
2023
Q1 | $540K | Sell |
8,903
-299
| -3% | -$18.1K | ﹤0.01% | 1163 |
|
|
2022
Q4 | $540K | Buy |
9,202
+4,934
| +116% | +$290K | ﹤0.01% | 1160 |
|
|
2022
Q3 | $230K | Sell |
4,268
-177
| -4% | -$9.54K | ﹤0.01% | 1563 |
|
|
2022
Q2 | $251K | Buy |
4,445
+1
| +0% | +$56 | ﹤0.01% | 1505 |
|
|
2022
Q1 | $299K | Sell |
4,444
-468
| -10% | -$31.5K | ﹤0.01% | 1511 |
|
|
2021
Q4 | $349K | Buy |
4,912
+771
| +19% | +$54.8K | ﹤0.01% | 1381 |
|
|
2021
Q3 | $276K | Hold |
4,141
| – | – | ﹤0.01% | 1460 |
|
|
2021
Q2 | $278K | Sell |
4,141
-11,127
| -73% | -$747K | ﹤0.01% | 1416 |
|
|
2021
Q1 | $240K | Buy |
15,268
+11,436
| +298% | +$180K | ﹤0.01% | 1406 |
|
|
2020
Q4 | $224K | Buy |
+3,832
| New | +$224K | ﹤0.01% | 1190 |
|