N.E.W. Advisory Services’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
Sell
-515
Closed -$38.2K 878
2025
Q1
$38.2K Buy
+515
New +$38.2K ﹤0.01% 395