Arete Wealth Advisors’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	$216K	Buy	2,707 +3	+0.1%	+$239	0.02%	676
2025 Q1	$200K	Buy	2,704 +4	+0.1%	+$296	0.02%	671
2024 Q4	$206K	Sell	2,700 -52	-2%	-$3.97K	0.01%	694
2024 Q3	$208K	Buy	+2,752	New	+$208K	0.02%	643