Cetera Advisors’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $220K | Buy |
+3,033
| New | +$220K | ﹤0.01% | 2153 |
|
|
2020
Q1 | – | Sell |
-5,229
| Closed | -$294K | – | 879 |
|
|
2019
Q4 | $294K | Hold |
5,229
| – | – | 0.01% | 719 |
|
|
2019
Q3 | $279K | Buy |
5,229
+219
| +4% | +$11.7K | 0.01% | 708 |
|
|
2019
Q2 | $265K | Buy |
5,010
+465
| +10% | +$24.6K | 0.01% | 747 |
|
|
2019
Q1 | $234K | Buy |
+4,545
| New | +$234K | 0.01% | 721 |
|
|
2018
Q4 | – | Sell |
-3,804
| Closed | -$205K | – | 902 |
|
|
2018
Q3 | $205K | Buy |
+3,804
| New | +$205K | 0.01% | 878 |
|