Kestra Advisory Services’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 | $575K | Buy |
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|
2025
Q1 | $407K | Buy |
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|
2024
Q4 | $406K | Buy |
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|
2024
Q3 | $418K | Sell |
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|
2024
Q2 | $384K | Sell |
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|
2024
Q1 | $433K | Buy |
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|
2023
Q4 | $401K | Buy |
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|
2023
Q3 | $253K | Sell |
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|
2023
Q2 | $350K | Sell |
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|
2023
Q1 | $434K | Buy |
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|
2022
Q4 | $355K | Buy |
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|
2022
Q3 | $297K | Buy |
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|
2022
Q2 | $274K | Buy |
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|
2022
Q1 | $213K | Sell |
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|
2021
Q4 | $234K | Sell |
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|
2021
Q3 | $226K | Buy |
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|
2021
Q2 | $229K | Buy |
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