Householder Group Estate & Retirement Specialist’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
2024
Q4
Sell
2024
Q3
$10K Hold
2024
Q2
$9K Hold
2024
Q1
$10.3K Hold
2023
Q4
$9K Hold
2023
Q3
$8.6K Buy
2023
Q1
$9K Buy