Institutional & Family Asset Management’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
2024 Q2	$3.93K	Hold	56	–	–	﹤0.01%	526
2024 Q1	$4.08K	Hold	56	–	–	﹤0.01%	517
2023 Q4	$3.76K	Hold	56	–	–	﹤0.01%	515
2023 Q3	$3.35K	Hold	56	–	–	﹤0.01%	516
2023 Q2	$3.54K	Hold	56	–	–	﹤0.01%	518
2023 Q1	$3.4K	Hold	56	–	–	﹤0.01%	517
2022 Q4	$3.29K	Hold	56	–	–	﹤0.01%	516
2022 Q3	$3K	Hold	56	–	–	﹤0.01%	550
2022 Q2	$3K	Hold	56	–	–	﹤0.01%	555
2022 Q1	$4K	Hold	56	–	–	﹤0.01%	580
2021 Q4	$4K	Hold	56	–	–	﹤0.01%	590
2021 Q3	$4K	Hold	56	–	–	﹤0.01%	700
2021 Q2	$4K	Hold	56	–	–	﹤0.01%	744
2021 Q1	$4K	Hold	56	–	–	﹤0.01%	718
2020 Q4	$3K	Hold	56	–	–	﹤0.01%	705
2020 Q3	$3K	Hold	56	–	–	﹤0.01%	645
2020 Q2	$3K	Hold	56	–	–	﹤0.01%	642
2020 Q1	$2K	Hold	56	–	–	﹤0.01%	650
2019 Q4	$3K	Hold	56	–	–	﹤0.01%	665
2019 Q3	$3K	Hold	56	–	–	﹤0.01%	632
2019 Q2	$3K	Hold	56	–	–	﹤0.01%	661
2019 Q1	$3K	Hold	56	–	–	﹤0.01%	658
2018 Q4	$2K	Hold	56	–	–	﹤0.01%	690
2018 Q3	$3K	Hold	56	–	–	﹤0.01%	678
2018 Q2	$3K	Hold	56	–	–	﹤0.01%	670
2018 Q1	$3K	Buy	+56	New	+$3K	﹤0.01%	664