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Diversify Wealth Management’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Diversify Wealth Management’s Portfolio IMCB Stock Details IMCB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4,073
Closed -$311K – 526
2024
Q3 		$311K Sell
4,073
-528
-11% -$40.4K 0.03% 391
2024
Q2 		$317K Buy
+4,601
New +$317K 0.04% 350