49 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
$382K Buy
2025
Q1
$354K Buy
2024
Q4
$362K Buy
2024
Q3
$360K Buy
2024
Q2
$329K Buy
2024
Q1
Sell
2023
Q4
$346K Buy