Financial Futures’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	$457K	Sell	5,481 -80	-1%	-$6.85K	0.2%	45
2025 Q4	$460K	Sell	5,561 -25	-0.4%	-$2.06K	0.21%	47
2025 Q3	$464K	Hold	5,586	–	–	0.23%	50
2025 Q2	$445K	Hold	5,586	–	–	0.24%	49
2025 Q1	$414K	Hold	5,586	–	–	0.23%	43
2024 Q4	$425K	Hold	5,586	–	–	0.24%	43
2024 Q3	$425K	Hold	5,586	–	–	0.24%	40
2024 Q2	$392K	Sell	5,586 -153	-3%	-$10.8K	0.24%	39
2024 Q1	$418K	Hold	5,739	–	–	0.28%	37
2023 Q4	$385K	Buy	5,739 +56	+1%	+$3.44K	0.29%	33
2023 Q3	$339K	Hold	5,683	–	–	0.28%	37
2023 Q2	$360K	Sell	5,683 -923	-14%	-$55.6K	0.28%	41
2023 Q1	$401K	Hold	6,606	–	–	0.34%	40
2022 Q4	$388K	Sell	6,606 -131	-2%	-$7.66K	0.35%	39
2022 Q3	$363K	Hold	6,737	–	–	0.35%	38
2022 Q2	$380K	Sell	6,737 -453	-6%	-$28K	0.38%	35
2022 Q1	$484K	Hold	7,190	–	–	0.38%	39
2021 Q4	$511K	Buy	+7,190	New	+$504K	0.42%	36