Allworth 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
Q4
$22.1K Buy
2022
Q3
Sell
2022
Q2
$15K Hold
2022
Q1
$17K Hold
2021
Q4
$17K Hold
2021
Q3
$16K Hold
2021
Q2
$16K Hold
2021
Q1
$15K Buy