Plante Moran Financial 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 | $133K | Hold |
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|
2025
Q1 | $124K | Hold |
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|
2024
Q4 | $128K | Sell |
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|
2024
Q3 | $253K | Buy |
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|
2024
Q2 | $202K | Buy |
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|
2024
Q1 | $210K | Buy |
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|
2023
Q4 | $193K | Buy |
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|
2023
Q3 | $171K | Hold |
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|
2023
Q2 | $182K | Buy |
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|
2023
Q1 | $174K | Buy |
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|
2022
Q4 | $168K | Buy |
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|
2022
Q3 | $64K | Buy |
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|
2022
Q2 | $66K | Buy |
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|
2022
Q1 | $79K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $495K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $17K | Hold |
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|
2019
Q3 | $16K | Hold |
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|
2019
Q2 | $16K | Buy |
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