BFC
Bedel Financial Consulting’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 | $5.75M | Buy |
75,666
+862
| +1% | +$65.5K | 0.78% | 16 |
|
|
2025
Q1 | $5.39M | Buy |
74,804
+2,708
| +4% | +$195K | 0.77% | 16 |
|
|
2024
Q4 | $5.52M | Buy |
72,096
+5,007
| +7% | +$383K | 0.77% | 16 |
|
|
2024
Q3 | $5.14M | Buy |
67,089
+4,191
| +7% | +$321K | 0.73% | 17 |
|
|
2024
Q2 | $4.42M | Buy |
62,898
+1,542
| +3% | +$108K | 0.65% | 17 |
|
|
2024
Q1 | $4.45M | Buy |
61,356
+1,709
| +3% | +$124K | 0.7% | 17 |
|
|
2023
Q4 | $4.04M | Buy |
59,647
+291
| +0.5% | +$19.7K | 0.74% | 17 |
|
|
2023
Q3 | $3.6M | Buy |
59,356
+2,239
| +4% | +$136K | 0.73% | 18 |
|
|
2023
Q2 | $3.64M | Buy |
57,117
+2,827
| +5% | +$180K | 0.76% | 18 |
|
|
2023
Q1 | $3.36M | Buy |
54,290
+567
| +1% | +$35.1K | 0.82% | 19 |
|
|
2022
Q4 | $3.33M | Buy |
53,723
+11,789
| +28% | +$732K | 0.83% | 19 |
|
|
2022
Q3 | $2.6M | Buy |
41,934
+31,256
| +293% | +$1.94M | 0.69% | 18 |
|
|
2022
Q2 | $634K | Buy |
10,678
+10,570
| +9,787% | +$628K | 0.19% | 73 |
|
|
2022
Q1 | $7K | Buy |
+108
| New | +$7K | ﹤0.01% | 727 |
|