Creative Financial Designs’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
$11.7K Buy
154
+1
+0.7% +$76 ﹤0.01% 1296
2025
Q1
$11.4K Buy
153
+1
+0.7% +$74 ﹤0.01% 1259
2024
Q4
$11.3K Buy
152
+1
+0.7% +$74 ﹤0.01% 1204
2024
Q3
$11.6K Buy
+151
New +$11.6K ﹤0.01% 1162
2024
Q1
Sell
-173
Closed -$11.7K 1699
2023
Q4
$11.7K Buy
+173
New +$11.7K ﹤0.01% 1040