Cape Investment Advisory’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Cape Investment Advisory’s Portfolio IMCB Stock Details IMCB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$142K	Hold
2025 Q1	$132K	Hold
2024 Q4	$136K	Sell
2024 Q3	$184K	Hold
2024 Q2	$170K	Hold
2024 Q1	$177K	Hold
2023 Q4	$163K	Sell
2023 Q3	$197K	Sell
2023 Q2	$223K	Sell
2023 Q1	$215K	Buy