Mutual Advisors’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	$542K	Hold	6,496	–	–	0.01%	847
2025 Q4	$537K	Hold	6,496	–	–	0.01%	842
2025 Q3	$540K	Buy	6,496 +1,976	+44%	+$161K	0.01%	820
2025 Q2	$372K	Hold	4,520	–	–	0.01%	910
2025 Q1	$327K	Hold	4,520	–	–	0.01%	880
2024 Q4	$355K	Hold	4,520	–	–	0.01%	837
2024 Q3	$346K	Hold	4,520	–	–	0.01%	836
2024 Q2	$327K	Sell	4,520 -29	-0.6%	-$2.04K	0.01%	851
2024 Q1	$331K	Buy	4,549 +237	+5%	+$16.2K	0.01%	833
2023 Q4	$289K	Buy	4,312 +232	+6%	+$14.2K	0.01%	829
2023 Q3	$244K	Buy	4,080 +115	+3%	+$7.25K	0.01%	858
2023 Q2	$251K	Sell	3,965 -329	-8%	-$19.8K	0.01%	869
2023 Q1	$260K	Hold	4,294	–	–	0.01%	823
2022 Q4	$252K	Buy	4,294 +110	+3%	+$6.43K	0.01%	794
2022 Q3	$225K	Buy	4,184 +155	+4%	+$9.26K	0.01%	796
2022 Q2	$227K	Buy	4,029 +229	+6%	+$14.1K	0.02%	754
2022 Q1	$256K	Sell	3,800 -8	-0.2%	-$532	0.01%	758
2021 Q4	$271K	Buy	3,808 +160	+4%	+$11.2K	0.01%	763
2021 Q3	$243K	Sell	3,648 -68	-2%	-$4.61K	0.01%	773
2021 Q2	$249K	Buy	3,716 +492	+15%	+$32.4K	0.01%	731
2021 Q1	$203K	Sell	3,224 -4,692	-59%	-$286K	0.01%	732
2020 Q4	$463K	Sell	7,916 -440	-5%	-$24.1K	0.03%	479
2020 Q3	$418K	Sell	8,356 -568	-6%	-$28.1K	0.04%	458
2020 Q2	$411K	Sell	8,924 -1,460	-14%	-$63.5K	0.04%	431
2020 Q1	$398K	Buy	+10,384	New	+$503K	0.05%	335