Diversify Advisory Services’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
Q2
$706K Sell
2025
Q1
$658K Sell
2024
Q4
$758K Sell
2024
Q3
$1.14M Sell
2024
Q2
$1.05M Buy
2024
Q1
$650K Buy