Financial Network Wealth Advisors’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
2024
Q4
Sell
-7,717
Closed -$587K 653
2024
Q3
$587K Sell
7,717
-235
-3% -$17.9K 0.48% 47
2024
Q2
$557K Buy
+7,952
New +$557K 0.42% 53