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 |
|