Millstone Evans Group’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	$2.95M	Sell	38,783 -1,228	-3%	-$93.3K	2.01%	8
2025 Q1	$2.97M	Sell	40,011 -1,800	-4%	-$134K	2.01%	7
2024 Q4	$3.1M	Buy	+41,811	New	+$3.1M	2.12%	6