Janney Montgomery Scott’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 | $391K | Sell |
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|
2025
Q2 | $408K | Hold |
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|
2025
Q1 | $398K | Hold |
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|
2024
Q4 | $399K | Sell |
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|
2024
Q3 | $448K | Sell |
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|
2024
Q2 | $423K | Sell |
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|
2024
Q1 | $456K | Sell |
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|
2023
Q4 | $514K | Sell |
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|
2023
Q3 | $722K | Sell |
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|
2023
Q2 | $854K | Sell |
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|
2023
Q1 | $887K | Sell |
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|
2022
Q4 | $924K | Sell |
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|
2022
Q3 | $884K | Buy |
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|
2022
Q2 | $937K | Buy |
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|
2022
Q1 | $906K | Sell |
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|
2021
Q4 | $899K | Sell |
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|
2021
Q3 | $863K | Buy |
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|
2021
Q2 | $863K | Sell |
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|
2021
Q1 | $887K | Sell |
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|
2020
Q4 | $776K | Sell |
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|
2020
Q3 | $844K | Sell |
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|
2020
Q2 | $865K | Sell |
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|
2020
Q1 | $734K | Buy |
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|
2019
Q4 | $1.14M | Sell |
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|
2019
Q3 | $1.08M | Buy |
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|
2019
Q2 | $998K | Buy |
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|
2019
Q1 | $741K | Buy |
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|
2018
Q4 | $619K | Buy |
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|
2018
Q3 | $521K | Buy |
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|
2018
Q2 | $436K | Buy |
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|
2018
Q1 | $302K | Buy |
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|
2017
Q4 | $267K | Buy |
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|
2017
Q3 | $222K | Buy |
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