Three Seasons Wealth’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
Q3
$561K Buy
2025
Q2
$373K Sell
2025
Q1
$349K Sell
2024
Q4
$361K Sell
2024
Q3
$492K Hold
2024
Q2
$454K Sell
2024
Q1
$477K Hold
2023
Q4
$446K Hold
2023
Q3
$399K Buy