AssetMark Inc’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
Q2 | $36.6K | Buy |
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|
2025
Q1 | $29.8K | Sell |
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|
2024
Q4 | $243K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $3.51K | Sell |
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|
2024
Q1 | $336K | Buy |
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|
2023
Q4 | $5.96K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $27.8K | Sell |
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|
2023
Q1 | $49.7K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $71K | Sell |
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|
2021
Q4 | $595K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $23K | Buy |
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