Surevest’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
2022
Q3
$2.63M Buy
2022
Q2
$2.57M Buy
2022
Q1
$3.03M Buy
2021
Q4
$171K Buy