Cahill Financial 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 | $329K | Buy |
|
|||||
|
2025
Q1 | $319K | Buy |
|
|||||
|
2024
Q4 | $317K | Buy |
|
|||||
|
2024
Q3 | $325K | Buy |
|
|||||
|
2024
Q2 | $296K | Buy |
|
|||||
|
2024
Q1 | $304K | Buy |
|
|||||
|
2023
Q4 | $283K | Buy |
|
|||||
|
2023
Q3 | $249K | Hold |
|
|||||
|
2023
Q2 | $262K | Buy |
|
|||||
|
2023
Q1 | $253K | Buy |
|
|||||
|
2022
Q4 | $253K | Buy |
|
|||||
|
2022
Q3 | $224K | Buy |
|