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Surevest’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Surevest’s Portfolio IMCB Stock Details IMCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q3 		$2.63M Buy
48,892
+3,260
+7% +$176K 0.72% 57
2022
Q2 		$2.57M Buy
45,632
+665
+1% +$37.5K 0.67% 63
2022
Q1 		$3.03M Buy
44,967
+42,557
+1,766% +$2.86M 0.73% 61
2021
Q4 		$171K Buy
+2,410
New +$171K 0.04% 127