Integrated Wealth Concepts’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Integrated Wealth Concepts’s Portfolio IMCV Stock Details IMCV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$488K	Buy
2025 Q1	$429K	Sell
2024 Q4	$442K	Buy
2024 Q3	$456K	Buy
2024 Q2	$418K	Buy
2024 Q1	$431K	Sell
2023 Q4	$423K	Buy
2023 Q3	$375K	Buy
2023 Q2	$369K	Sell
2023 Q1	$414K	Buy