Focus Partners Wealth
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Focus Partners Wealth’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Focus Partners Wealth’s Portfolio IMCV Stock Details IMCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.89M Sell
2025
Q1 		$2.29M Sell
2024
Q4 		$22.7M Buy
2024
Q3 		$1.01M Hold
2024
Q2 		$925K Buy
2024
Q1 		$390K Sell
2023
Q4 		$930K Buy