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
Q3 | $1.53M | Sell |
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|
2025
Q2 | $1.56M | Buy |
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|
2025
Q1 | $454K | Sell |
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|
2024
Q4 | $480K | Buy |
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|
2024
Q3 | $493K | Buy |
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|
2024
Q2 | $450K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $403K | Buy |
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|
2023
Q3 | $358K | Sell |
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|
2023
Q2 | $415K | Sell |
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|
2023
Q1 | $810K | Buy |
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|
2022
Q4 | $247K | Buy |
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