Stifel Financial’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 | $5.94M | Sell |
74,517
-830
| -1% | -$66.1K | 0.01% | 1157 |
|
|
2025
Q1 | $5.58M | Buy |
75,347
+29
| +0% | +$2.15K | 0.01% | 1131 |
|
|
2024
Q4 | $5.74M | Buy |
75,318
+1,327
| +2% | +$101K | 0.01% | 1136 |
|
|
2024
Q3 | $5.62M | Buy |
73,991
+28
| +0% | +$2.13K | 0.01% | 1144 |
|
|
2024
Q2 | $5.18M | Sell |
73,963
-1,273
| -2% | -$89.2K | 0.01% | 1108 |
|
|
2024
Q1 | $5.48M | Sell |
75,236
-281
| -0.4% | -$20.5K | 0.01% | 1092 |
|
|
2023
Q4 | $5.07M | Sell |
75,517
-2,122
| -3% | -$142K | 0.01% | 1089 |
|
|
2023
Q3 | $4.64M | Sell |
77,639
-149
| -0.2% | -$8.9K | 0.01% | 1069 |
|
|
2023
Q2 | $4.92M | Buy |
77,788
+67,845
| +682% | +$4.29M | 0.01% | 1050 |
|
|
2023
Q1 | $603K | Buy |
9,943
+34
| +0.3% | +$2.06K | ﹤0.01% | 2411 |
|
|
2022
Q4 | $581K | Buy |
9,909
+43
| +0.4% | +$2.52K | ﹤0.01% | 2388 |
|
|
2022
Q3 | $532K | Buy |
9,866
+67
| +0.7% | +$3.61K | ﹤0.01% | 2393 |
|
|
2022
Q2 | $552K | Sell |
9,799
-144
| -1% | -$8.11K | ﹤0.01% | 2406 |
|
|
2022
Q1 | $669K | Buy |
9,943
+50
| +0.5% | +$3.36K | ﹤0.01% | 2407 |
|
|
2021
Q4 | $703K | Buy |
9,893
+42
| +0.4% | +$2.99K | ﹤0.01% | 2385 |
|
|
2021
Q3 | $655K | Sell |
9,851
-500
| -5% | -$33.2K | ﹤0.01% | 2421 |
|
|
2021
Q2 | $694K | Sell |
10,351
-317
| -3% | -$21.3K | ﹤0.01% | 2376 |
|
|
2021
Q1 | $671K | Sell |
10,668
-2,580
| -19% | -$162K | ﹤0.01% | 2287 |
|
|
2020
Q4 | $776K | Buy |
13,248
+2,624
| +25% | +$154K | ﹤0.01% | 2031 |
|
|
2020
Q3 | $532K | Buy |
10,624
+52
| +0.5% | +$2.6K | ﹤0.01% | 2051 |
|
|
2020
Q2 | $488K | Buy |
10,572
+104
| +1% | +$4.8K | ﹤0.01% | 2057 |
|
|
2020
Q1 | $401K | Sell |
10,468
-10,920
| -51% | -$418K | ﹤0.01% | 2004 |
|
|
2019
Q4 | $1.12M | Buy |
21,388
+8,644
| +68% | +$453K | ﹤0.01% | 1740 |
|
|
2019
Q3 | $630K | Sell |
12,744
-552
| -4% | -$27.3K | ﹤0.01% | 2035 |
|
|
2019
Q2 | $650K | Sell |
13,296
-404
| -3% | -$19.8K | ﹤0.01% | 2057 |
|
|
2019
Q1 | $641K | Buy |
13,700
+4,316
| +46% | +$202K | ﹤0.01% | 1924 |
|
|
2018
Q4 | $375K | Buy |
9,384
+120
| +1% | +$4.8K | ﹤0.01% | 2112 |
|
|
2018
Q3 | $439K | Sell |
9,264
-56
| -0.6% | -$2.65K | ﹤0.01% | 2157 |
|
|
2018
Q2 | $424K | Sell |
9,320
-136
| -1% | -$6.19K | ﹤0.01% | 2104 |
|
|
2018
Q1 | $426K | Sell |
9,456
-492
| -5% | -$22.2K | ﹤0.01% | 2062 |
|
|
2017
Q4 | $453K | Sell |
9,948
-4
| -0% | -$182 | ﹤0.01% | 1967 |
|
|
2017
Q3 | $433K | Buy |
9,952
+1,388
| +16% | +$60.4K | ﹤0.01% | 1970 |
|
|
2017
Q2 | $365K | Buy |
8,564
+8
| +0.1% | +$341 | ﹤0.01% | 2037 |
|
|
2017
Q1 | $349K | Sell |
8,556
-92
| -1% | -$3.75K | ﹤0.01% | 2012 |
|
|
2016
Q4 | $343K | Sell |
8,648
-224
| -3% | -$8.88K | ﹤0.01% | 1967 |
|
|
2016
Q3 | $346K | Sell |
8,872
-604
| -6% | -$23.6K | ﹤0.01% | 1918 |
|
|
2016
Q2 | $354K | Buy |
9,476
+664
| +8% | +$24.8K | ﹤0.01% | 1957 |
|
|
2016
Q1 | $320K | Buy |
+8,812
| New | +$320K | ﹤0.01% | 1791 |
|