Burt Wealth Advisors’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 | $2.11M | Buy |
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|
2025
Q1 | $1.07M | Sell |
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|
2024
Q4 | $1.11M | Hold |
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|
2024
Q3 | $1.14M | Sell |
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|
2024
Q2 | $1.08M | Sell |
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|
2024
Q1 | $1.13M | Buy |
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|
2023
Q4 | $1.04M | Sell |
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|
2023
Q3 | $1.32M | Hold |
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|
2023
Q2 | $1.39M | Buy |
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|
2023
Q1 | $630K | Sell |
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|
2022
Q4 | $1.03M | Buy |
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|
2022
Q3 | $643K | Buy |
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|
2022
Q2 | $668K | Buy |
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|
2022
Q1 | $677K | Sell |
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|
2021
Q4 | $796K | Buy |
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|
2021
Q3 | $590K | Hold |
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|
2021
Q2 | $599K | Hold |
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|
2021
Q1 | $573K | Hold |
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|
2020
Q4 | $486K | Buy |
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|
2020
Q3 | $213K | Buy |
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|
2020
Q2 | $172K | Sell |
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|
2020
Q1 | $533K | Buy |
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