Mark Sheptoff Financial Planning’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
2023
Q2
Sell
-65
Closed -$4.02K 398
2023
Q1
$4.02K Buy
+65
New +$4.02K ﹤0.01% 317