Advisornet Financial’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.8K | Hold |
155
| – | – | ﹤0.01% | 1406 |
|
|
2025
Q1 | $11.5K | Hold |
155
| – | – | ﹤0.01% | 1344 |
|
|
2024
Q4 | $11.5K | Hold |
155
| – | – | ﹤0.01% | 1279 |
|
|
2024
Q3 | $11.9K | Sell |
155
-100
| -39% | -$7.66K | ﹤0.01% | 1359 |
|
|
2024
Q2 | $17.9K | Hold |
255
| – | – | ﹤0.01% | 1122 |
|
|
2024
Q1 | $18.5K | Hold |
255
| – | – | ﹤0.01% | 1095 |
|
|
2023
Q4 | $17.3K | Hold |
255
| – | – | ﹤0.01% | 1134 |
|
|
2023
Q3 | $15.5K | Sell |
255
-195
| -43% | -$11.8K | ﹤0.01% | 1116 |
|
|
2023
Q2 | $28.7K | Hold |
450
| – | – | ﹤0.01% | 970 |
|
|
2023
Q1 | $27.8K | Hold |
450
| – | – | ﹤0.01% | 964 |
|
|
2022
Q4 | $27.9K | Hold |
450
| – | – | ﹤0.01% | 949 |
|
|
2022
Q3 | $25K | Hold |
450
| – | – | ﹤0.01% | 1025 |
|
|
2022
Q2 | $27K | Sell |
450
-80
| -15% | -$4.8K | ﹤0.01% | 1028 |
|
|
2022
Q1 | $37K | Hold |
530
| – | – | ﹤0.01% | 1052 |
|
|
2021
Q4 | $36K | Hold |
530
| – | – | ﹤0.01% | 1112 |
|
|
2021
Q3 | $34K | Buy |
530
+450
| +563% | +$28.9K | ﹤0.01% | 1104 |
|
|
2021
Q2 | $5K | Buy |
+80
| New | +$5K | ﹤0.01% | 1549 |
|
|
2018
Q1 | – | Sell |
-369
| Closed | -$20K | – | 1433 |
|
|
2017
Q4 | $20K | Buy |
+369
| New | +$20K | ﹤0.01% | 861 |
|