Fingerlakes Wealth Management’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Fingerlakes Wealth Management’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	$214K	Sell
2025 Q2	$209K	Buy
2022 Q3	–	Sell
2022 Q2	$201K	Buy
2022 Q1	$239K	Buy
2021 Q4	$253K	Buy