AE 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
$107K Buy
2025
Q1
$50.5K Buy
2024
Q4
$12.8K Buy
2020
Q1
Sell
2019
Q4
$747K Sell
2019
Q3
$1.71M Buy