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Jim Saulnier & Associates’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Jim Saulnier & Associates’s Portfolio IMCB Stock Details IMCB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.42M Sell
17,856
-1,534
-8% -$122K 0.97% 25
2025
Q1 		$1.44M Buy
19,390
+717
+4% +$53.1K 1.12% 22
2024
Q4 		$1.42M Buy
18,673
+3,896
+26% +$297K 1.23% 19
2024
Q3 		$1.12M Buy
+14,777
New +$1.12M 1.1% 23