HM Payson & Co’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$37.1K Sell
500
-185
-27% -$13.7K ﹤0.01% 691
2024
Q4
$50.9K Buy
+685
New +$50.9K ﹤0.01% 640