Robertson Stephens Wealth 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 | $284K | Hold |
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|
2025
Q1 | $264K | Hold |
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|
2024
Q4 | $271K | Hold |
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|
2024
Q3 | $271K | Hold |
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|
2024
Q2 | $250K | Hold |
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|
2024
Q1 | $259K | Hold |
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|
2023
Q4 | $239K | Hold |
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|
2023
Q3 | $214K | Hold |
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|
2023
Q2 | $225K | Hold |
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|
2023
Q1 | $216K | Hold |
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|
2022
Q4 | $209K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $200K | Hold |
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|
2022
Q1 | $239K | Hold |
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|
2021
Q4 | $253K | Hold |
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|
2021
Q3 | $236K | Hold |
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|
2021
Q2 | $238K | Hold |
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|
2021
Q1 | $223K | Hold |
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|
2020
Q4 | $208K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $204K | Sell |
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|
2019
Q3 | $475K | Hold |
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|
2019
Q2 | $466K | Hold |
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|
2019
Q1 | $452K | Sell |
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|
2018
Q4 | $432K | Buy |
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