L.J. Altfest & Co’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

L.J. Altfest & Co’s Portfolio IMCV Stock Details IMCV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$289K	Hold
2025 Q2	$274K	Sell
2025 Q1	$544K	Hold
2024 Q4	$544K	Hold
2024 Q3	$562K	Hold
2024 Q2	$515K	Hold
2024 Q1	$532K	Buy
2023 Q4	$295K	Buy