United Advisor Group’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	$1.82M	Buy	22,837 +3,317	+17%	+$264K	0.31%	86
2025 Q1	$1.45M	Buy	19,520 +2,454	+14%	+$182K	0.3%	87
2024 Q4	$1.3M	Buy	+17,066	New	+$1.3M	0.26%	93