Cahill Financial Advisors’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $329K | Buy |
4,325
+25
| +0.6% | +$1.9K | 0.04% | 223 |
|
|
2025
Q1 | $319K | Buy |
4,300
+26
| +0.6% | +$1.93K | 0.04% | 210 |
|
|
2024
Q4 | $317K | Buy |
4,274
+30
| +0.7% | +$2.23K | 0.04% | 210 |
|
|
2024
Q3 | $325K | Buy |
4,244
+30
| +0.7% | +$2.3K | 0.04% | 201 |
|
|
2024
Q2 | $296K | Buy |
4,214
+22
| +0.5% | +$1.55K | 0.04% | 213 |
|
|
2024
Q1 | $304K | Buy |
4,192
+19
| +0.5% | +$1.38K | 0.04% | 216 |
|
|
2023
Q4 | $283K | Buy |
4,173
+59
| +1% | +$4K | 0.04% | 203 |
|
|
2023
Q3 | $249K | Hold |
4,114
| – | – | 0.04% | 217 |
|
|
2023
Q2 | $262K | Buy |
4,114
+18
| +0.4% | +$1.15K | 0.04% | 210 |
|
|
2023
Q1 | $253K | Buy |
4,096
+24
| +0.6% | +$1.49K | 0.05% | 210 |
|
|
2022
Q4 | $253K | Buy |
4,072
+59
| +1% | +$3.66K | 0.05% | 202 |
|
|
2022
Q3 | $224K | Buy |
+4,013
| New | +$224K | 0.05% | 200 |
|