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Ipsen Advisor Group’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Ipsen Advisor Group’s Portfolio IMCV Stock Details IMCV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$6.25M Buy
82,303
+2,205
+3% +$168K 4.76% 5
2025
Q1 		$5.94M Buy
80,098
+1,501
+2% +$111K 5.11% 3
2024
Q4 		$5.84M Buy
+78,597
New +$5.84M 4.99% 4
2022
Q4 		$3.84M Buy
+61,820
New +$3.84M 4.42% 3