Valmark Advisers’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
$208K Buy
2020
Q4
Sell
2020
Q3
$2.2M Sell
2020
Q2
$2.08M Buy