Philip James Wealth Mangement’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Philip James Wealth Mangement’s Portfolio IMCB Stock Details IMCB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$329K	Sell
2025 Q2	$454K	Buy
2025 Q1	$420K	Sell
2024 Q4	$459K	Buy
2024 Q3	$457K	Sell
2024 Q2	$422K	Buy
2024 Q1	$437K	Buy
2023 Q4	$402K	Buy