Foundations Investment 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
2025
Q2
$252K Hold
2025
Q1
$234K Buy
2024
Q4
$239K Sell
2024
Q3
$242K Buy
2024
Q2
$223K Buy
2024
Q1
$223K Buy