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Proactive Wealth Strategies’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Proactive Wealth Strategies’s Portfolio IMCB Stock Details IMCB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$339K Buy
4,256
+14
+0.3% +$1.12K 0.16% 104
2025
Q1 		$314K Sell
4,242
-16
-0.4% -$1.18K 0.17% 100
2024
Q4 		$324K Buy
4,258
+17
+0.4% +$1.29K 0.17% 99
2024
Q3 		$322K Buy
+4,241
New +$322K 0.18% 97