Bedel Financial Consulting’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
$5.75M Buy
2025
Q1
$5.39M Buy
2024
Q4
$5.52M Buy
2024
Q3
$5.14M Buy
2024
Q2
$4.42M Buy
2024
Q1
$4.45M Buy
2023
Q4
$4.04M Buy
2023
Q3
$3.6M Buy
2023
Q2
$3.64M Buy
2023
Q1
$3.36M Buy
2022
Q4
$3.33M Buy
2022
Q3
$2.6M Buy
2022
Q2
$634K Buy
2022
Q1
$7K Buy