Sowell Financial Services’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	$3M	Sell	35,985 -1,906	-5%	-$163K	0.11%	200
2025 Q4	$3.13M	Sell	37,891 -46	-0.1%	-$3.8K	0.12%	182
2025 Q3	$3.15M	Sell	37,937 -602	-2%	-$49.1K	0.12%	180
2025 Q2	$3.07M	Buy	+38,539	New	+$2.89M	0.13%	171
2022 Q1	–	Sell	-29,709	Closed	-$2.11M	–	328
2021 Q4	$2.11M	Buy	29,709 +6,748	+29%	+$473K	0.12%	182
2021 Q3	$1.53M	Buy	22,961 +8,839	+63%	+$600K	0.1%	223
2021 Q2	$947K	Sell	14,122 -12,690	-47%	-$835K	0.06%	315
2021 Q1	$439K	Buy	26,812 +26,392	+6,284%	+$1.61M	0.02%	694
2020 Q4	$25K	Hold	420	–	–	﹤0.01%	1639
2020 Q3	$21K	Hold	420	–	–	﹤0.01%	1540
2020 Q2	$19K	Hold	420	–	–	﹤0.01%	1480
2020 Q1	$16K	Hold	420	–	–	﹤0.01%	1457
2019 Q4	$22K	Hold	420	–	–	﹤0.01%	1400
2019 Q3	$21K	Buy	+420	New	+$20.5K	﹤0.01%	1262