Cape Investment Advisory’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
Q4 | $349K | Buy |
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|
2025
Q3 | – | Sell |
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|
2025
Q2 | $324K | Buy |
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|
2025
Q1 | $316K | Buy |
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|
2024
Q4 | $316K | Buy |
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|
2024
Q3 | $326K | Buy |
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|
2024
Q2 | $299K | Buy |
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|
2024
Q1 | $308K | Sell |
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|
2023
Q4 | $291K | Buy |
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|
2023
Q3 | $260K | Sell |
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|
2023
Q2 | $273K | Buy |
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|
2023
Q1 | $265K | Buy |
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