Marshall Financial Group (Maryland)’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	$401K	Buy	4,812 +53	+1%	+$4.54K	0.06%	215
2025 Q4	$394K	Sell	4,759 -679	-12%	-$56.1K	0.08%	216
2025 Q3	$452K	Sell	5,438 -162	-3%	-$13.2K	0.09%	188
2025 Q2	$450K	Sell	5,600 -621	-10%	-$46.5K	0.09%	189
2025 Q1	$461K	Sell	6,221 -23,940	-79%	-$1.85M	0.1%	167
2024 Q4	$2.3M	Sell	30,161 -847	-3%	-$66.3K	0.56%	40
2024 Q3	$2.36M	Buy	31,008 +101	+0.3%	+$7.33K	0.56%	39
2024 Q2	$2.17M	Sell	30,907 -83	-0.3%	-$5.85K	0.61%	42
2024 Q1	$2.26M	Buy	30,990 +2,954	+11%	+$202K	0.65%	40
2023 Q4	$1.88M	Sell	28,036 -866	-3%	-$53.2K	0.61%	45
2023 Q3	$1.73M	Sell	28,902 -588	-2%	-$37K	0.62%	45
2023 Q2	$1.87M	Sell	29,490 -2,440	-8%	-$147K	0.64%	44
2023 Q1	$1.94M	Buy	31,930 +144	+0.5%	+$8.84K	0.69%	38
2022 Q4	$1.86M	Buy	31,786 +3,274	+11%	+$191K	0.72%	39
2022 Q3	$1.54M	Buy	28,512 +77	+0.3%	+$4.6K	0.65%	38
2022 Q2	$1.6M	Buy	28,435 +5,904	+26%	+$365K	0.64%	37
2022 Q1	$1.52M	Buy	22,531 +5,170	+30%	+$344K	0.62%	43
2021 Q4	$1.23M	Sell	17,361 -789	-4%	-$55.3K	0.45%	73
2021 Q3	$1.21M	Buy	18,150 +646	+4%	+$43.8K	0.62%	46
2021 Q2	$1.17M	Buy	17,504 +820	+5%	+$53.9K	0.63%	42
2021 Q1	$1.05M	Buy	16,684 +252	+2%	+$15.4K	0.63%	63
2020 Q4	$962K	Buy	+16,432	New	+$899K	0.63%	67