Level Four 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
Q3 | $994K | Hold |
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|
2025
Q2 | $940K | Buy |
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|
2025
Q1 | $917K | Buy |
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|
2024
Q4 | $918K | Sell |
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|
2024
Q3 | $955K | Buy |
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|
2024
Q2 | $884K | Buy |
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|
2024
Q1 | $852K | Hold |
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|
2023
Q4 | $852K | Hold |
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|
2023
Q3 | $762K | Hold |
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|
2023
Q2 | $801K | Hold |
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|
2023
Q1 | $779K | Hold |
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|
2022
Q4 | $781K | Hold |
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|
2022
Q3 | $704K | Hold |
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|
2022
Q2 | $747K | Hold |
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|
2022
Q1 | $867K | Hold |
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|
2021
Q4 | $859K | Buy |
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|
2021
Q3 | $775K | Hold |
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|
2021
Q2 | $787K | Hold |
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|
2021
Q1 | $753K | Hold |
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|
2020
Q4 | $639K | Hold |
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|
2020
Q3 | $535K | Hold |
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|
2020
Q2 | $516K | Hold |
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|
2020
Q1 | $437K | Hold |
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|
2019
Q4 | $690K | Hold |
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|
2019
Q3 | $658K | Hold |
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|
2019
Q2 | $643K | Sell |
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|
2019
Q1 | $639K | Sell |
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|
2018
Q4 | $755K | Hold |
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|
2018
Q3 | $881K | Hold |
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|
2018
Q2 | $866K | Hold |
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|
2018
Q1 | $848K | Sell |
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|
2017
Q4 | $889K | Buy |
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|
2017
Q3 | $789K | Hold |
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|
2017
Q2 | $766K | Hold |
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|
2017
Q1 | $766K | Buy |
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|
2016
Q4 | $200K | Buy |
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