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Atlantic Edge Private Wealth Management’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
Sell
-160
Closed -$11.9K 517
2025
Q1
$11.9K Buy
+160
New +$11.9K ﹤0.01% 333