Creative Planning’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
Q2 | $489K | Buy |
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|
2025
Q1 | $475K | Buy |
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|
2024
Q4 | $415K | Buy |
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|
2024
Q3 | $388K | Hold |
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|
2024
Q2 | $356K | Hold |
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|
2024
Q1 | $367K | Sell |
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|
2023
Q4 | $388K | Hold |
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|
2023
Q3 | $347K | Hold |
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|
2023
Q2 | $365K | Hold |
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|
2023
Q1 | $354K | Sell |
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|
2022
Q4 | $380K | Buy |
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|
2022
Q3 | $275K | Hold |
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|
2022
Q2 | $292K | Sell |
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|
2022
Q1 | $363K | Hold |
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|
2021
Q4 | $360K | Hold |
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|
2021
Q3 | $333K | Sell |
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|
2021
Q2 | $619K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $135K | Buy |
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|
2017
Q1 | $94K | Buy |
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|
2016
Q4 | $34K | Hold |
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|
2016
Q3 | $32K | Hold |
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|
2016
Q2 | $30K | Buy |
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|
2016
Q1 | $11K | Sell |
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|
2015
Q4 | $52K | Sell |
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|
2015
Q3 | $64K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $11K | Hold |
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|
2014
Q4 | $11K | Sell |
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|
2014
Q3 | $40K | Buy |
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|
2014
Q2 | $35K | Hold |
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|
2014
Q1 | $34K | Hold |
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|
2013
Q4 | $33K | Buy |
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|
2013
Q3 | $4K | Hold |
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|
2013
Q2 | $3K | Buy |
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