AA
Aire Advisors’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.09M | Buy |
40,696
+3,430
| +9% | +$261K | 0.6% | 40 |
|
|
2025
Q1 | $2.76M | Buy |
37,266
+150
| +0.4% | +$11.1K | 0.58% | 39 |
|
|
2024
Q4 | $2.76M | Buy |
37,116
+799
| +2% | +$59.3K | 0.57% | 39 |
|
|
2024
Q3 | $2.78M | Buy |
36,317
+777
| +2% | +$59.6K | 0.62% | 37 |
|
|
2024
Q2 | $2.5M | Sell |
35,540
-3,239
| -8% | -$227K | 0.57% | 38 |
|
|
2024
Q1 | $2.81M | Buy |
38,779
+404
| +1% | +$29.3K | 0.63% | 36 |
|
|
2023
Q4 | $2.6M | Buy |
38,375
+9,784
| +34% | +$663K | 0.64% | 35 |
|
|
2023
Q3 | $1.73M | Buy |
28,591
+76
| +0.3% | +$4.61K | 0.46% | 46 |
|
|
2023
Q2 | $1.82M | Buy |
28,515
+2,470
| +9% | +$157K | 0.48% | 48 |
|
|
2023
Q1 | $1.61M | Sell |
26,045
-2,253
| -8% | -$139K | 0.45% | 46 |
|
|
2022
Q4 | $1.76M | Buy |
28,298
+16,673
| +143% | +$1.03M | 0.54% | 41 |
|
|
2022
Q3 | $650K | Buy |
+11,625
| New | +$650K | 0.22% | 67 |
|