Clear Investment Research’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
Q3 | $167K | Buy |
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|
2025
Q2 | $153K | Buy |
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|
2025
Q1 | $149K | Sell |
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|
2024
Q4 | $149K | Buy |
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|
2024
Q3 | $149K | Sell |
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|
2024
Q2 | $142K | Buy |
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|
2024
Q1 | $143K | Buy |
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|
2023
Q4 | $132K | Sell |
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|
2023
Q3 | $119K | Hold |
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|
2023
Q2 | $125K | Sell |
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|
2023
Q1 | $140K | Buy |
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|
2022
Q4 | $9K | Buy |
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