Westside Investment Management’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
2026 Q1	$15K	Buy	179 +1	+0.6%	+$86	﹤0.01%	996
2025 Q4	$14.8K	Hold	178	–	–	﹤0.01%	973
2025 Q3	$14.8K	Buy	178 +1	+0.6%	+$82	﹤0.01%	992
2025 Q2	$14.1K	Buy	177 +1	+0.6%	+$75	﹤0.01%	818
2025 Q1	$13.1K	Hold	176	–	–	﹤0.01%	646
2024 Q4	$13.4K	Buy	176 +1	+0.6%	+$78	﹤0.01%	633
2024 Q3	$13.3K	Buy	175 +1	+0.6%	+$73	﹤0.01%	629
2024 Q2	$12.3K	Hold	174	–	–	﹤0.01%	623
2024 Q1	$12.7K	Buy	174 +1	+0.6%	+$69	﹤0.01%	592
2023 Q4	$11.7K	Buy	173 +1	+0.6%	+$61	﹤0.01%	569
2023 Q3	$10.3K	Hold	172	–	–	﹤0.01%	577
2023 Q2	$10.9K	Hold	172	–	–	﹤0.01%	573
2023 Q1	$10.4K	Buy	+172	New	+$10.6K	﹤0.01%	580