FIA
Foundations Investment Advisors’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $252K | Hold |
3,161
| – | – | ﹤0.01% | 806 |
|
|
2025
Q1 | $234K | Buy |
3,161
+27
| +0.9% | +$2K | ﹤0.01% | 783 |
|
|
2024
Q4 | $239K | Sell |
3,134
-52
| -2% | -$3.96K | ﹤0.01% | 733 |
|
|
2024
Q3 | $242K | Buy |
3,186
+5
| +0.2% | +$380 | 0.01% | 705 |
|
|
2024
Q2 | $223K | Buy |
3,181
+119
| +4% | +$8.34K | 0.01% | 694 |
|
|
2024
Q1 | $223K | Buy |
+3,062
| New | +$223K | 0.01% | 651 |
|