Evolution Wealth Advisors’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Evolution Wealth Advisors’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 Q3	$332K	Hold
2025 Q2	$319K	Hold
2025 Q1	$296K	Hold
2024 Q4	$305K	Buy
2024 Q3	–	Sell
2024 Q2	$280K	Hold
2024 Q1	$291K	Buy
2022 Q1	–	Sell
2021 Q4	$569	Buy