RFG Advisory’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
2025
Q2
$243K Sell
2025
Q1
$235K Buy
2024
Q4
$231K Buy
2024
Q3
$208K Sell
2024
Q2
$215K Buy
2024
Q1
$222K Buy
2023
Q4
$204K Buy
2023
Q3
Sell
2023
Q2
$669K Buy
2023
Q1
$641K Buy
2022
Q4
$682K Buy