Farther Finance Advisors’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
2026 Q1	$9.6M	Buy	114,271 +8,893	+8%	+$762K	0.09%	199
2025 Q4	$8.72M	Buy	105,378 +16,657	+19%	+$1.38M	0.09%	185
2025 Q3	$7.37M	Buy	88,721 +46,030	+108%	+$3.75M	0.11%	157
2025 Q2	$3.4M	Buy	42,691 +39,741	+1,347%	+$2.98M	0.07%	243
2025 Q1	$219K	Buy	2,950 +2,178	+282%	+$168K	0.01%	1188
2024 Q4	$58.8K	Sell	772 -88	-10%	-$6.88K	﹤0.01%	1577
2024 Q3	$65.3K	Sell	860 -81	-9%	-$5.88K	﹤0.01%	1512
2024 Q2	$65.5K	Buy	941 +9	+1%	+$634	﹤0.01%	1298
2024 Q1	$67.4K	Hold	932	–	–	﹤0.01%	1082
2023 Q4	$62.6K	Sell	932 -44	-5%	-$2.7K	﹤0.01%	964
2023 Q3	$58.3K	Sell	976 -20	-2%	-$1.26K	0.01%	725
2023 Q2	$63K	Buy	996 +332	+50%	+$20K	0.01%	589
2023 Q1	$40.3K	Buy	664 +112	+20%	+$6.88K	0.01%	669
2022 Q4	$32.4K	Buy	+552	New	+$32.3K	0.01%	592