SAM
Silvercrest Asset Management’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Hold |
3,089
| – | – | ﹤0.01% | 792 |
|
|
2025
Q1 | $229K | Hold |
3,089
| – | – | ﹤0.01% | 799 |
|
|
2024
Q4 | $235K | Hold |
3,089
| – | – | ﹤0.01% | 789 |
|
|
2024
Q3 | $235K | Hold |
3,089
| – | – | ﹤0.01% | 758 |
|
|
2024
Q2 | $216K | Hold |
3,089
| – | – | ﹤0.01% | 864 |
|
|
2024
Q1 | $225K | Hold |
3,089
| – | – | ﹤0.01% | 841 |
|
|
2023
Q4 | $207K | Buy |
+3,089
| New | +$207K | ﹤0.01% | 796 |
|