GWSA
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Global Wealth Strategies & Associates’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Global Wealth Strategies & Associates’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
2026
Q2 		– Sell
-800
Closed -$66.7K – 249
2026
Q1 		$66.7K Sell
800
-300
-27% -$25.7K 0.02% 146
2025
Q4 		$91K Hold
1,100
– – 0.02% 110
2025
Q3 		$91.4K Hold
1,100
– – 0.02% 108
2025
Q2 		$87.6K Hold
1,100
– – 0.03% 84
2025
Q1 		$81.5K Buy
+1,100
New +$84.8K 0.02% 87

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SFG
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MTC
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FF
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YWS
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Wealth Enhancement Advisory Services
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AC
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FA
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LC
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MKW
Mullaney, Keating & Wright Middletown, Connecticut $207M AUM 26.34% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return