Opulen Financial Group’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
Q2
$649K Sell
8,149
-282
-3% -$22.5K 0.53% 44
2025
Q1
$625K Sell
8,431
-8
-0.1% -$593 0.57% 38
2024
Q4
$643K Buy
+8,439
New +$643K 0.58% 39