YWS
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Yarger Wealth Strategies’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Yarger Wealth Strategies’s Portfolio IMCB Stock Details IMCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.3M Sell
64,819
-232
-0.4% -$21.2K 2.29% 14
2026
Q1 		$5.43M Sell
65,051
-1,227
-2% -$105K 2.2% 15
2025
Q4 		$5.48M Sell
66,278
-2,875
-4% -$237K 2.36% 14
2025
Q3 		$5.74M Buy
69,153
+189
+0.3% +$15.4K 2.63% 11
2025
Q2 		$5.49M Buy
68,964
+171
+0.2% +$12.8K 2.87% 9
2025
Q1 		$5.1M Buy
68,793
+185
+0.3% +$14.3K 2.97% 12
2024
Q4 		$5.22M Buy
68,608
+26
+0% +$2.03K 3.01% 12
2024
Q3 		$5.21M Buy
68,582
+31
+0% +$2.25K 2.88% 12
2024
Q2 		$4.81M Sell
68,551
-726
-1% -$51.2K 2.89% 12
2024
Q1 		$5.05M Buy
69,277
+222
+0.3% +$15.2K 3.44% 10
2023
Q4 		$4.64M Buy
69,055
+650
+1% +$39.9K 3.74% 10
2023
Q3 		$4.09M Sell
68,405
-420
-0.6% -$26.5K 3.48% 11
2023
Q2 		$4.36M Sell
68,825
-978
-1% -$58.9K 3.92% 8
2023
Q1 		$4.23M Sell
69,803
-2,554
-4% -$157K 4.64% 7
2022
Q4 		$4.25M Buy
72,357
+349
+0.5% +$20.4K 5.26% 7
2022
Q3 		$3.88M Buy
72,008
+371
+0.5% +$22.2K 5.14% 5
2022
Q2 		$4.14M Buy
71,637
+228
+0.3% +$14.1K 5.35% 6
2022
Q1 		$4.81M Buy
71,409
+10,950
+18% +$729K 6.27% 4
2021
Q4 		$4.3M Buy
+60,459
New +$4.24M 4.63% 8

Other funds holding IMCB

SFG
Sunburst Financial Group Vestavia Hills, Alabama $598M AUM 18% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
FF
Fortitude Financial Spokane, Washington $111M AUM 16.12% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
LC
Lawood & Co Williamsport, Pennsylvania $148M AUM
MKW
Mullaney, Keating & Wright Middletown, Connecticut $207M AUM 26.34% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
PVAMC
PPS&V Asset Management Consultants Portage, Michigan $185M AUM 26.37% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return