OneDigital Investment 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
Q1 | – | Sell |
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|
2024
Q4 | $214K | Buy |
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|
2024
Q3 | $214K | Sell |
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|
2024
Q2 | $206K | Buy |
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|
2024
Q1 | $209K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $212K | Sell |
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|
2021
Q4 | $231K | Buy |
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|
2021
Q3 | $216K | Hold |
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|
2021
Q2 | $218K | Sell |
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|
2021
Q1 | $533K | Sell |
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|
2020
Q4 | $508K | Buy |
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|
2020
Q3 | $407K | Buy |
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|
2020
Q2 | $215K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $86K | Hold |
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|
2019
Q1 | $83K | Buy |
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|
2018
Q4 | $71K | Buy |
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|
2018
Q3 | $83K | Buy |
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|
2018
Q2 | $80K | Hold |
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|
2018
Q1 | $79K | Buy |
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|
2017
Q4 | $81K | Buy |
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|
2017
Q3 | $75K | Buy |
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|
2017
Q2 | $73K | Buy |
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