James J. Burns & Company’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
$1.56M Buy
2025
Q1
$454K Sell
2024
Q4
$480K Buy
2024
Q3
$493K Buy
2024
Q2
$450K Buy
2024
Q1
Sell
2023
Q4
$403K Buy
2023
Q3
$358K Sell
2023
Q2
$415K Sell
2023
Q1
$810K Buy
2022
Q4
$247K Buy