Clear Investment Research’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 | $153K | Buy |
2,012
+4
| +0.2% | +$304 | 0.19% | 70 |
|
|
2025
Q1 | $149K | Sell |
2,008
-2
| -0.1% | -$148 | 0.2% | 64 |
|
|
2024
Q4 | $149K | Buy |
2,010
+60
| +3% | +$4.46K | 0.19% | 63 |
|
|
2024
Q3 | $149K | Sell |
1,950
-73
| -4% | -$5.6K | 0.19% | 65 |
|
|
2024
Q2 | $142K | Buy |
2,023
+55
| +3% | +$3.87K | 0.19% | 63 |
|
|
2024
Q1 | $143K | Buy |
1,968
+13
| +0.7% | +$943 | 0.19% | 61 |
|
|
2023
Q4 | $132K | Sell |
1,955
-14
| -0.7% | -$948 | 0.19% | 64 |
|
|
2023
Q3 | $119K | Hold |
1,969
| – | – | 0.21% | 60 |
|
|
2023
Q2 | $125K | Sell |
1,969
-288
| -13% | -$18.3K | 0.21% | 59 |
|
|
2023
Q1 | $140K | Buy |
2,257
+2,119
| +1,536% | +$131K | 0.24% | 53 |
|
|
2022
Q4 | $9K | Buy |
+138
| New | +$9K | 0.02% | 122 |
|