CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

CAPTRUST Financial Advisors’s Portfolio IMCV Stock Details IMCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$935K Sell
2025
Q1 		$1.02M Hold
2024
Q4 		$1.02M Buy
2024
Q3 		$1.04M Sell
2024
Q2 		$1.01M Hold
2024
Q1 		$1.05M Hold
2023
Q4 		$976K Buy
2022
Q1 		– Sell
2021
Q4 		$422K Buy
2021
Q3 		$386K Buy