Empirical Wealth Management’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
2025 Q1	–	Sell	-2,912	Closed	-$222K	–	675
2024 Q4	$222K	Hold	2,912	–	–	0.01%	554
2024 Q3	$221K	Buy	+2,912	New	+$221K	0.01%	522