Brand Asset Management Group’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
Q3 | $808K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $43K | Sell |
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|
2020
Q4 | $39K | Hold |
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|
2020
Q3 | $32K | Sell |
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|
2020
Q2 | $34K | Sell |
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|
2020
Q1 | $29K | Hold |
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|
2019
Q4 | $46K | Sell |
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|
2019
Q3 | $49K | Hold |
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|
2019
Q2 | $48K | Hold |
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|
2019
Q1 | $47K | Hold |
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|
2018
Q4 | $42K | Sell |
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|
2018
Q3 | $51K | Hold |
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|
2018
Q2 | $50K | Buy |
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