Atria Wealth Solutions’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.93M | Sell |
25,407
-1,679
| -6% | -$128K | 0.04% | 427 |
|
|
2025
Q1 | $2.01M | Sell |
27,086
-3,384
| -11% | -$251K | 0.02% | 625 |
|
|
2024
Q4 | $2.26M | Sell |
30,470
-1,101
| -3% | -$81.8K | 0.02% | 601 |
|
|
2024
Q3 | $2.42M | Sell |
31,571
-839
| -3% | -$64.3K | 0.03% | 559 |
|
|
2024
Q2 | $2.28M | Buy |
32,410
+851
| +3% | +$59.8K | 0.03% | 584 |
|
|
2024
Q1 | $2.29M | Sell |
31,559
-6,578
| -17% | -$477K | 0.03% | 585 |
|
|
2023
Q4 | $2.58M | Buy |
38,137
+2,590
| +7% | +$175K | 0.03% | 519 |
|
|
2023
Q3 | $2.17M | Buy |
35,547
+2,693
| +8% | +$164K | 0.03% | 531 |
|
|
2023
Q2 | $2.09M | Buy |
+32,854
| New | +$2.09M | 0.03% | 549 |
|