Independent Advisor Alliance’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-6,220
Closed -$474K 1085
2024
Q4
$474K Buy
+6,220
New +$474K 0.01% 977
2020
Q1
Sell
-5,976
Closed -$313K 610
2019
Q4
$313K Buy
+5,976
New +$313K 0.01% 669