Alliance Wealth Advisors (Utah)’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
2024 Q4	–	Sell	-4,935	Closed	-$375K	–	264
2024 Q3	$375K	Buy	4,935 +161	+3%	+$12.2K	0.1%	179
2024 Q2	$335K	Buy	+4,774	New	+$335K	0.1%	180