Avion Wealth’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
Q3
$53K Hold
2025
Q2
$51K Hold
2025
Q1
$48K Hold
2024
Q4
$48K Hold
2024
Q3
$48K Hold
2024
Q2
$45K Buy