GHP Investment Advisors’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 | $6.34M | Sell |
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2025
Q1 | $6.19M | Sell |
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|
2024
Q4 | $6.29M | Sell |
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|
2024
Q3 | $6.5M | Sell |
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|
2024
Q2 | $6.01M | Sell |
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|
2024
Q1 | $6.21M | Sell |
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|
2023
Q4 | $5.87M | Sell |
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|
2023
Q3 | $5.24M | Sell |
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|
2023
Q2 | $5.67M | Sell |
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|
2023
Q1 | $5.54M | Sell |
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|
2022
Q4 | $5.6M | Sell |
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|
2022
Q3 | $5.17M | Sell |
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|
2022
Q2 | $5.5M | Buy |
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|
2022
Q1 | $6.38M | Sell |
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|
2021
Q4 | $6.43M | Buy |
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|
2021
Q3 | $5.93M | Buy |
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|
2021
Q2 | $5.94M | Buy |
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|
2021
Q1 | $5.66M | Buy |
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|
2020
Q4 | $4.78M | Buy |
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|
2020
Q3 | $3.87M | Buy |
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|
2020
Q2 | $3.58M | Buy |
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|
2020
Q1 | $2.99M | Buy |
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|
2019
Q4 | $4.03M | Sell |
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|
2019
Q3 | $3.87M | Sell |
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|
2019
Q2 | $3.79M | Sell |
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|
2019
Q1 | $3.79M | Sell |
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|
2018
Q4 | $3.48M | Buy |
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|
2018
Q3 | $3.99M | Sell |
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|
2018
Q2 | $3.94M | Sell |
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|
2018
Q1 | $3.87M | Sell |
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|
2017
Q4 | $3.98M | Buy |
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|
2017
Q3 | $3.76M | Buy |
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|
2017
Q2 | $3.68M | Buy |
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|
2017
Q1 | $3.69M | Sell |
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|
2016
Q4 | $3.65M | Sell |
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|
2016
Q3 | $3.47M | Sell |
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|
2016
Q2 | $3.28M | Sell |
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|
2016
Q1 | $3.41M | Sell |
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|
2015
Q4 | $3.31M | Buy |
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|
2015
Q3 | $3.18M | Sell |
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|
2015
Q2 | $3.42M | Sell |
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|
2015
Q1 | $3.66M | Buy |
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|
2014
Q4 | $3.58M | Buy |
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|
2014
Q3 | $3.44M | Buy |
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|
2014
Q2 | $3.57M | Buy |
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|
2014
Q1 | $3.32M | Buy |
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|
2013
Q4 | $3.16M | Buy |
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|
2013
Q3 | $2.85M | Buy |
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|
2013
Q2 | $2.64M | Buy |
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