Envestnet Asset Management’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 | $9.35M | Buy |
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|
2025
Q1 | $2.1M | Sell |
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|
2024
Q4 | $2.24M | Sell |
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|
2024
Q3 | $2.37M | Buy |
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|
2024
Q2 | $2.17M | Buy |
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|
2024
Q1 | $2.21M | Sell |
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|
2023
Q4 | $2.32M | Buy |
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|
2023
Q3 | $2.04M | Buy |
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|
2023
Q2 | $1.93M | Sell |
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|
2023
Q1 | $1.93M | Buy |
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|
2022
Q4 | $1.78M | Buy |
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|
2022
Q3 | $1.28M | Sell |
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|
2022
Q2 | $1.51M | Buy |
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|
2022
Q1 | $1.72M | Buy |
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|
2021
Q4 | $1.44M | Buy |
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|
2021
Q3 | $1.32M | Sell |
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|
2021
Q2 | $1.41M | Buy |
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|
2021
Q1 | $1.31M | Buy |
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|
2020
Q4 | $1.09M | Sell |
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|
2020
Q3 | $930K | Buy |
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|
2020
Q2 | $893K | Buy |
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|
2020
Q1 | $667K | Buy |
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|
2019
Q4 | $982K | Sell |
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|
2019
Q3 | $1.07M | Sell |
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|
2019
Q2 | $1.05M | Buy |
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|
2019
Q1 | $999K | Sell |
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|
2018
Q4 | $1.34M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $679K | Sell |
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|
2018
Q1 | $673K | Buy |
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|
2017
Q4 | $688K | Buy |
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|
2017
Q3 | $19K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $19K | Buy |
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