L.J. Altfest & Co’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $274K | Sell |
3,601
-3,729
| -51% | -$283K | 0.03% | 294 |
|
|
2025
Q1 | $544K | Hold |
7,330
| – | – | 0.07% | 200 |
|
|
2024
Q4 | $544K | Hold |
7,330
| – | – | 0.07% | 200 |
|
|
2024
Q3 | $562K | Hold |
7,330
| – | – | 0.07% | 197 |
|
|
2024
Q2 | $515K | Hold |
7,330
| – | – | 0.07% | 189 |
|
|
2024
Q1 | $532K | Buy |
7,330
+2,971
| +68% | +$216K | 0.08% | 183 |
|
|
2023
Q4 | $295K | Buy |
+4,359
| New | +$295K | 0.04% | 253 |
|