DAS
Diversify Advisory Services’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31M | Buy |
16,776
+1,532
| +10% | +$119K | 0.05% | 270 |
|
|
2025
Q1 | $1.09M | Buy |
15,244
+1,062
| +7% | +$76.2K | 0.07% | 199 |
|
|
2024
Q4 | $1.04M | Sell |
14,182
-3,027
| -18% | -$222K | 0.06% | 224 |
|
|
2024
Q3 | $1.33M | Sell |
17,209
-5,826
| -25% | -$449K | 0.07% | 214 |
|
|
2024
Q2 | $1.61M | Buy |
23,035
+779
| +4% | +$54.4K | 0.09% | 181 |
|
|
2024
Q1 | $1.6M | Buy |
+22,256
| New | +$1.6M | 0.09% | 177 |
|