HighTower 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 | $272K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $255K | Sell |
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|
2024
Q2 | $247K | Sell |
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|
2024
Q1 | $319K | Sell |
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|
2023
Q4 | $306K | Sell |
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|
2023
Q3 | $297K | Buy |
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|
2023
Q2 | $308K | Hold |
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|
2023
Q1 | $296K | Sell |
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|
2022
Q4 | $304K | Buy |
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|
2022
Q3 | $249K | Buy |
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|
2022
Q2 | $249K | Buy |
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|
2022
Q1 | $279K | Buy |
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|
2021
Q4 | $267K | Sell |
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|
2021
Q3 | $246K | Hold |
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|
2021
Q2 | $249K | Sell |
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|
2021
Q1 | $242K | Sell |
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|
2020
Q4 | $211K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $238K | Sell |
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|
2020
Q1 | $215K | Buy |
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|
2019
Q4 | $337K | Sell |
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|
2019
Q3 | $321K | Hold |
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|
2019
Q2 | $315K | Sell |
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|
2019
Q1 | $316K | Sell |
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|
2018
Q4 | $285K | Hold |
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|
2018
Q3 | $328K | Hold |
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|
2018
Q2 | $325K | Sell |
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|
2018
Q1 | $357K | Buy |
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|
2017
Q4 | $350K | Sell |
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|
2017
Q3 | $2.22M | Buy |
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|
2017
Q2 | $344K | Buy |
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|
2017
Q1 | $317K | Buy |
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|
2016
Q4 | $267K | Buy |
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|
2016
Q3 | $243K | Sell |
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|
2016
Q2 | $230K | Buy |
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|
2016
Q1 | $212K | Buy |
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|
2015
Q4 | $203K | Buy |
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