Morton Brown Family Wealth’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	$40.7K	Buy	488 +2	+0.4%	+$171	0.01%	125
2025 Q4	$40.2K	Buy	486 +2	+0.4%	+$165	0.01%	125
2025 Q3	$40.2K	Buy	484 +2	+0.4%	+$163	0.01%	119
2025 Q2	$38.4K	Buy	482 +1	+0.2%	+$75	0.01%	120
2025 Q1	$35.6K	Buy	481 +2	+0.4%	+$154	0.01%	123
2024 Q4	$36.5K	Buy	479 +2	+0.4%	+$156	0.01%	118
2024 Q3	$36.3K	Buy	477 +2	+0.4%	+$145	0.01%	111
2024 Q2	$34.4K	Buy	475 +1	+0.2%	+$70	0.01%	107
2024 Q1	$34.5K	Buy	474 +2	+0.4%	+$137	0.01%	102
2023 Q4	$31.7K	Buy	472 +5	+1%	+$307	0.01%	127
2023 Q3	$27.9K	Hold	467	–	–	0.01%	99
2023 Q2	$29.6K	Buy	467 +1	+0.2%	+$60	0.02%	95
2023 Q1	$28.3K	Buy	466 +2	+0.4%	+$123	0.02%	95
2022 Q4	$27.2K	Buy	464 +5	+1%	+$292	0.02%	89
2022 Q3	$25K	Hold	459	–	–	0.02%	86
2022 Q2	$26K	Buy	459 +1	+0.2%	+$62	0.02%	86
2022 Q1	$31K	Buy	458 +2	+0.4%	+$133	0.02%	83
2021 Q4	$32K	Buy	+456	New	+$32K	0.02%	87