Triad Wealth Partners’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
2025 Q2	$608K	Buy	+7,632	New	+$608K	0.12%	130
2024 Q3	–	Sell	-114	Closed	-$7.99K	–	450
2024 Q2	$7.99K	Buy	+114	New	+$7.99K	﹤0.01%	482