Black Diamond Financial’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 | $8.42M | Sell |
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|
2025
Q1 | $9.36M | Buy |
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|
2024
Q4 | $8.42M | Buy |
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|
2024
Q3 | $8.03M | Buy |
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|
2024
Q2 | $6.54M | Buy |
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|
2024
Q1 | $5.1M | Hold |
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|
2023
Q4 | $5.1M | Buy |
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|
2023
Q3 | $4.37M | Buy |
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|
2023
Q2 | $4.44M | Buy |
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|
2023
Q1 | $4.02M | Buy |
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|
2022
Q4 | $3.63M | Sell |
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|
2022
Q3 | $3.4M | Buy |
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|
2022
Q2 | $2.94M | Buy |
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|
2022
Q1 | $2.29M | Buy |
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|
2021
Q4 | $592K | Buy |
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