DFPG Investments’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
2023
Q4
$612K Buy
9,305
+593
+7% +$39K 0.05% 348
2023
Q3
$511K Buy
8,712
+2,127
+32% +$125K 0.05% 348
2023
Q2
$431K Buy
6,585
+1,553
+31% +$102K 0.04% 410
2023
Q1
$305K Buy
+5,032
New +$305K 0.03% 430