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Kingswood Wealth Advisors’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Kingswood Wealth Advisors’s Portfolio IMCV Stock Details IMCV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-4,200
Closed -$250K – 655
2023
Q3 		$250K Hold
4,200
– – 0.04% 352
2023
Q2 		$268K Buy
+4,200
New +$268K 0.09% 213