Pitti Group Wealth Management’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	$1.47M	Buy	17,674 +1,408	+9%	+$121K	1.2%	24
2025 Q4	$1.35M	Buy	16,266 +238	+1%	+$19.7K	1.11%	26
2025 Q3	$1.33M	Sell	16,028 -479	-3%	-$39.1K	1.13%	24
2025 Q2	$1.31M	Sell	16,507 -451	-3%	-$33.8K	1.13%	22
2025 Q1	$1.26M	Sell	16,958 -769	-4%	-$59.3K	1.29%	24
2024 Q4	$1.35M	Sell	17,727 -473	-3%	-$37K	1.37%	21
2024 Q3	$1.22M	Hold	18,200	–	–	1.33%	22
2024 Q2	$1.22M	Buy	18,200 +228	+1%	+$16.1K	1.33%	22
2024 Q1	$1.28M	Sell	17,972 -228	-1%	-$15.6K	1.43%	21
2023 Q4	$1.22M	Sell	18,200 -818	-4%	-$50.2K	1.33%	22
2023 Q3	$1.14M	Buy	19,018 +1,498	+9%	+$94.4K	1.3%	25
2023 Q2	$1.11M	Sell	17,520 -241	-1%	-$14.5K	1.24%	25
2023 Q1	$1.08M	Buy	17,761 +58	+0.3%	+$3.56K	1.2%	24
2022 Q4	$1.04M	Buy	17,703 +4,738	+37%	+$277K	1.24%	23
2022 Q3	$699K	Buy	12,965 +305	+2%	+$18.2K	0.96%	26
2022 Q2	$713K	Sell	12,660 -154	-1%	-$9.51K	0.97%	25
2022 Q1	$862K	Buy	12,814 +5,250	+69%	+$349K	1.01%	22
2021 Q4	$538K	Buy	+7,564	New	+$530K	0.6%	47