Advisornet Financial’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
2026 Q1	$82.2K	Buy	985 +2	+0.2%	+$171	﹤0.01%	884
2025 Q4	$81.3K	Buy	983 +3	+0.3%	+$248	﹤0.01%	892
2025 Q3	$81.4K	Buy	980 +3	+0.3%	+$245	﹤0.01%	859
2025 Q2	$77.8K	Buy	977 +2	+0.2%	+$150	0.01%	833
2025 Q1	$72.2K	Buy	975 +3	+0.3%	+$231	0.01%	821
2024 Q4	$74K	Buy	972 +3	+0.3%	+$235	0.01%	763
2024 Q3	$73.7K	Buy	969 +3	+0.3%	+$218	0.01%	777
2024 Q2	$67.7K	Buy	966 +18	+2%	+$1.27K	0.01%	737
2024 Q1	$69.1K	Buy	948 +2	+0.2%	+$137	0.01%	726
2023 Q4	$63.5K	Buy	946 +7	+0.7%	+$430	0.01%	749
2023 Q3	$56.1K	Hold	939	–	–	0.01%	756
2023 Q2	$59.4K	Buy	939 +2	+0.2%	+$120	0.01%	767
2023 Q1	$56.8K	Buy	937 +3	+0.3%	+$184	0.01%	763
2022 Q4	$54.8K	Buy	934 +61	+7%	+$3.57K	0.01%	764
2022 Q3	$47K	Hold	873	–	–	﹤0.01%	866
2022 Q2	$49K	Buy	873 +589	+207%	+$36.4K	﹤0.01%	871
2022 Q1	$19K	Hold	284	–	–	﹤0.01%	1262
2021 Q4	$20K	Hold	284	–	–	﹤0.01%	1288
2021 Q3	$19K	Buy	+284	New	+$19.3K	﹤0.01%	1263