PPS&V Asset Management Consultants’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

PPS&V Asset Management Consultants’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
2026 Q2	$318K	Sell	3,292 -108	-3%	-$9.86K	0.17%	31
2026 Q1	$284K	Sell	3,400 -451	-12%	-$38.6K	0.17%	35
2025 Q4	$319K	Hold	3,851	–	–	0.18%	31
2025 Q3	$320K	Hold	3,851	–	–	0.18%	31
2025 Q2	$307K	Hold	3,851	–	–	0.19%	32
2025 Q1	$285K	Hold	3,851	–	–	0.21%	33
2024 Q4	$293K	Hold	3,851	–	–	0.2%	34
2024 Q3	$293K	Sell	3,851 -1,000	-21%	-$72.6K	0.2%	34
2024 Q2	$340K	Hold	4,851	–	–	0.24%	30
2024 Q1	$353K	Sell	4,851 -6,392	-57%	-$438K	0.26%	30
2023 Q4	$755K	Hold	11,243	–	–	0.58%	18
2023 Q3	$672K	Buy	11,243 +1	+0%	+$63	0.58%	18
2023 Q2	$712K	Sell	11,242 -1	-0%	-$60	0.58%	18
2023 Q1	$682K	Hold	11,243	–	–	0.59%	16
2022 Q4	$660K	Buy	+11,243	New	+$658K	0.63%	17

Other funds holding IMCB

Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

Fortitude Financial Spokane, Washington $111M AUM 16.12% 1-Year Est. Return

Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Flagstar Advisors New York $331M AUM 40.98% 1-Year Est. Return

TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return

Lawood & Co Williamsport, Pennsylvania $148M AUM

Hoxton Planning & Management Shepherdstown, West Virginia $383M AUM 23.37% 1-Year Est. Return