Guardian Wealth Advisors (North Carolina)’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 | $91.8K | Sell |
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|
2025
Q1 | $105K | Buy |
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|
2024
Q4 | $104K | Sell |
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|
2024
Q3 | $154K | Sell |
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|
2024
Q2 | $145K | Sell |
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|
2024
Q1 | $188K | Sell |
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|
2023
Q4 | $355K | Sell |
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|
2023
Q3 | $328K | Buy |
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|
2023
Q2 | $256K | Buy |
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|
2023
Q1 | $195K | Buy |
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|
2022
Q4 | $129K | Buy |
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