Goldstein 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
2026 Q1	$3.15M	Sell	37,786 -555	-1%	-$47.5K	0.35%	37
2025 Q4	$3.17M	Sell	38,341 -1,156	-3%	-$95.5K	0.36%	36
2025 Q3	$3.28M	Buy	39,497 +194	+0.5%	+$15.8K	0.4%	34
2025 Q2	$3.13M	Buy	39,303 +1,729	+5%	+$130K	0.42%	33
2025 Q1	$2.78M	Sell	37,574 -235	-0.6%	-$18.1K	0.41%	31
2024 Q4	$2.88M	Sell	37,809 -324	-0.8%	-$25.3K	0.42%	32
2024 Q3	$2.9M	Buy	38,133 +14	+0%	+$1.02K	0.44%	30
2024 Q2	$2.67M	Sell	38,119 -181	-0.5%	-$12.8K	0.45%	31
2024 Q1	$2.79M	Buy	38,300 +43	+0.1%	+$2.95K	0.48%	30
2023 Q4	$2.57M	Sell	38,257 -1,145	-3%	-$70.3K	0.43%	45
2023 Q3	$2.35M	Sell	39,402 -438	-1%	-$27.6K	0.49%	30
2023 Q2	$2.52M	Buy	39,840 +122	+0.3%	+$7.35K	0.53%	32
2023 Q1	$2.41M	Sell	39,718 -215	-0.5%	-$13.2K	0.53%	33
2022 Q4	$2.34M	Buy	+39,933	New	+$2.34M	0.57%	32