Madison Wealth Partners’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 | $655K | Buy |
8,616
+722
| +9% | +$54.9K | 0.14% | 75 |
|
|
2025
Q1 | $586K | Sell |
7,894
-508
| -6% | -$37.7K | 0.14% | 74 |
|
|
2024
Q4 | $624K | Hold |
8,402
| – | – | 0.17% | 71 |
|
|
2024
Q3 | $644K | Hold |
8,402
| – | – | 0.19% | 68 |
|
|
2024
Q2 | $590K | Buy |
8,402
+122
| +1% | +$8.57K | 0.2% | 62 |
|
|
2024
Q1 | $601K | Sell |
8,280
-88
| -1% | -$6.38K | 0.22% | 60 |
|
|
2023
Q4 | $567K | Buy |
8,368
+325
| +4% | +$22K | 0.22% | 59 |
|
|
2023
Q3 | $487K | Buy |
8,043
+118
| +1% | +$7.15K | 0.25% | 48 |
|
|
2023
Q2 | $505K | Buy |
7,925
+833
| +12% | +$53.1K | 0.24% | 44 |
|
|
2023
Q1 | $439K | Buy |
7,092
+1,807
| +34% | +$112K | 0.22% | 47 |
|
|
2022
Q4 | $328K | Buy |
+5,285
| New | +$328K | 0.19% | 59 |
|