LRI Investments’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
$1.72M Hold
2025
Q1
$1.68M Hold
2024
Q4
$1.68M Hold
2024
Q3
$1.77M Hold
2024
Q2
$1.59M Sell
2024
Q1
$1.65M Buy