Fingerlakes 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 Q2	$209K	Buy	+2,618	New	+$209K	0.16%	85
2022 Q3	–	Sell	-3,567	Closed	-$201K	–	86
2022 Q2	$201K	Buy	3,567 +11	+0.3%	+$620	0.28%	89
2022 Q1	$239K	Buy	3,556 +11	+0.3%	+$739	0.28%	88
2021 Q4	$253K	Buy	+3,545	New	+$253K	0.28%	82