Bogart Wealth LLC’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Bogart Wealth LLC’s Portfolio IMCV Stock Details IMCV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$37.3K	Buy
2025 Q2	$35.2K	Buy
2025 Q1	$34.3K	Buy
2023 Q4	–	Sell
2023 Q3	$932	Sell
2023 Q2	$2.06K	Sell
2023 Q1	$2.49K	Buy
2022 Q4	$2.05K	Buy