Wealth Preservation Advisors’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
$56.1K Buy
705
+3
+0.4% +$239 0.03% 184
2025
Q1
$52K Buy
+702
New +$52K 0.04% 183