WhitTier Trust Company’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 | $5.42K | Hold |
68
| – | – | ﹤0.01% | 1201 |
|
|
2025
Q1 | $5.04K | Hold |
68
| – | – | ﹤0.01% | 1179 |
|
|
2024
Q4 | $5.18K | Hold |
68
| – | – | ﹤0.01% | 1142 |
|
|
2024
Q3 | $5.17K | Hold |
68
| – | – | ﹤0.01% | 1120 |
|
|
2024
Q2 | $4.77K | Hold |
68
| – | – | ﹤0.01% | 1076 |
|
|
2024
Q1 | $4.95K | Hold |
68
| – | – | ﹤0.01% | 1041 |
|
|
2023
Q4 | $4.56K | Hold |
68
| – | – | ﹤0.01% | 1046 |
|
|
2023
Q3 | $4.06K | Hold |
68
| – | – | ﹤0.01% | 1007 |
|
|
2023
Q2 | $4.3K | Hold |
68
| – | – | ﹤0.01% | 1038 |
|
|
2023
Q1 | $4.12K | Hold |
68
| – | – | ﹤0.01% | 1027 |
|
|
2022
Q4 | $3.99K | Hold |
68
| – | – | ﹤0.01% | 1033 |
|
|
2022
Q3 | $4K | Hold |
68
| – | – | ﹤0.01% | 994 |
|
|
2022
Q2 | $4K | Hold |
68
| – | – | ﹤0.01% | 1018 |
|
|
2022
Q1 | $5K | Hold |
68
| – | – | ﹤0.01% | 1005 |
|
|
2021
Q4 | $5K | Hold |
68
| – | – | ﹤0.01% | 974 |
|
|
2021
Q3 | $5K | Hold |
68
| – | – | ﹤0.01% | 1002 |
|
|
2021
Q2 | $5K | Hold |
68
| – | – | ﹤0.01% | 924 |
|
|
2021
Q1 | $4K | Hold |
68
| – | – | ﹤0.01% | 925 |
|
|
2020
Q4 | $4K | Hold |
68
| – | – | ﹤0.01% | 905 |
|
|
2020
Q3 | $3K | Hold |
68
| – | – | ﹤0.01% | 911 |
|
|
2020
Q2 | $3K | Hold |
68
| – | – | ﹤0.01% | 886 |
|
|
2020
Q1 | $3K | Hold |
68
| – | – | ﹤0.01% | 912 |
|
|
2019
Q4 | $4K | Hold |
68
| – | – | ﹤0.01% | 941 |
|
|
2019
Q3 | $3K | Hold |
68
| – | – | ﹤0.01% | 948 |
|
|
2019
Q2 | $3K | Hold |
68
| – | – | ﹤0.01% | 945 |
|
|
2019
Q1 | $3K | Hold |
68
| – | – | ﹤0.01% | 946 |
|
|
2018
Q4 | $3K | Hold |
68
| – | – | ﹤0.01% | 984 |
|
|
2018
Q3 | $3K | Hold |
68
| – | – | ﹤0.01% | 908 |
|
|
2018
Q2 | $3K | Hold |
68
| – | – | ﹤0.01% | 910 |
|
|
2018
Q1 | $3K | Hold |
68
| – | – | ﹤0.01% | 950 |
|
|
2017
Q4 | $3K | Hold |
68
| – | – | ﹤0.01% | 927 |
|
|
2017
Q3 | $3K | Hold |
68
| – | – | ﹤0.01% | 923 |
|
|
2017
Q2 | $3K | Hold |
68
| – | – | ﹤0.01% | 863 |
|
|
2017
Q1 | $3K | Hold |
68
| – | – | ﹤0.01% | 887 |
|
|
2016
Q4 | $3K | Hold |
68
| – | – | ﹤0.01% | 907 |
|
|
2016
Q3 | $3K | Hold |
68
| – | – | ﹤0.01% | 847 |
|
|
2016
Q2 | $3K | Hold |
68
| – | – | ﹤0.01% | 852 |
|
|
2016
Q1 | $2K | Hold |
68
| – | – | ﹤0.01% | 864 |
|
|
2015
Q4 | $2K | Sell |
68
-2,240
| -97% | -$65.9K | ﹤0.01% | 852 |
|
|
2015
Q3 | $80K | Sell |
2,308
-40
| -2% | -$1.39K | 0.01% | 446 |
|
|
2015
Q2 | $89K | Sell |
2,348
-64
| -3% | -$2.43K | 0.01% | 462 |
|
|
2015
Q1 | $93K | Buy |
2,412
+2,240
| +1,302% | +$86.4K | 0.01% | 454 |
|
|
2014
Q4 | $6K | Hold |
172
| – | – | ﹤0.01% | 821 |
|
|
2014
Q3 | $6K | Hold |
172
| – | – | ﹤0.01% | 828 |
|
|
2014
Q2 | $6K | Hold |
172
| – | – | ﹤0.01% | 828 |
|
|
2014
Q1 | $6K | Hold |
172
| – | – | ﹤0.01% | 857 |
|
|
2013
Q4 | $6K | Sell |
172
-128
| -43% | -$4.47K | ﹤0.01% | 818 |
|
|
2013
Q3 | $9K | Hold |
300
| – | – | ﹤0.01% | 776 |
|
|
2013
Q2 | $8K | Buy |
+300
| New | +$8K | ﹤0.01% | 778 |
|