Kestra Private Wealth 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 | $288K | Sell |
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2025
Q1 | $332K | Sell |
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|
2024
Q4 | $404K | Buy |
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|
2024
Q3 | $226K | Sell |
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|
2024
Q2 | $232K | Sell |
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|
2024
Q1 | $267K | Sell |
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|
2023
Q4 | $319K | Sell |
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|
2023
Q3 | $429K | Buy |
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|
2023
Q2 | $251K | Sell |
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|
2023
Q1 | $358K | Sell |
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|
2022
Q4 | $367K | Sell |
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|
2022
Q3 | $927K | Sell |
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|
2022
Q2 | $1.11M | Buy |
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|
2022
Q1 | $1.28M | Buy |
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|
2021
Q4 | $1.26M | Sell |
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|
2021
Q3 | $1.19M | Buy |
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|
2021
Q2 | $1.2M | Buy |
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|
2021
Q1 | $1.13M | Sell |
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|
2020
Q4 | $951K | Sell |
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|
2020
Q3 | $855K | Buy |
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