Advisornet Financial’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $12.5K | Hold |
|
|||||
|
2025
Q2 | $11.8K | Hold |
|
|||||
|
2025
Q1 | $11.5K | Hold |
|
|||||
|
2024
Q4 | $11.5K | Hold |
|
|||||
|
2024
Q3 | $11.9K | Sell |
|
|||||
|
2024
Q2 | $17.9K | Hold |
|
|||||
|
2024
Q1 | $18.5K | Hold |
|
|||||
|
2023
Q4 | $17.3K | Hold |
|
|||||
|
2023
Q3 | $15.4K | Sell |
|
|||||
|
2023
Q2 | $28.7K | Hold |
|
|||||
|
2023
Q1 | $27.8K | Hold |
|
|||||
|
2022
Q4 | $27.9K | Hold |
|
|||||
|
2022
Q3 | $25K | Hold |
|
|||||
|
2022
Q2 | $27K | Sell |
|
|||||
|
2022
Q1 | $37K | Hold |
|
|||||
|
2021
Q4 | $36K | Hold |
|
|||||
|
2021
Q3 | $34K | Buy |
|
|||||
|
2021
Q2 | $5K | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $20K | Buy |
|