Spire Wealth Management’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-2,583
Closed -$173K 2611
2021
Q2
$173K Buy
2,583
+7
+0.3% +$469 ﹤0.01% 984
2021
Q1
$162K Buy
+2,576
New +$162K ﹤0.01% 1160