NorthRock Partners’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
2025 Q1	–	Sell	-300	Closed	-$22.8K	–	867
2024 Q4	$22.8K	Buy	300 +275	+1,100%	+$20.9K	﹤0.01%	682
2024 Q3	$1.9K	Hold	25	–	–	﹤0.01%	803
2024 Q2	$1.77K	Buy	+25	New	+$1.77K	﹤0.01%	780