NIWA
New Insight Wealth Advisors’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $258K | Hold |
3,392
| – | – | 0.11% | 95 |
|
|
2025
Q1 | $252K | Hold |
3,392
| – | – | 0.11% | 87 |
|
|
2024
Q4 | $252K | Hold |
3,392
| – | – | 0.13% | 77 |
|
|
2024
Q3 | $260K | Hold |
3,392
| – | – | 0.14% | 74 |
|
|
2024
Q2 | $238K | Sell |
3,392
-579
| -15% | -$40.7K | 0.14% | 73 |
|
|
2024
Q1 | $288K | Sell |
3,971
-555
| -12% | -$40.3K | 0.18% | 63 |
|
|
2023
Q4 | $307K | Buy |
+4,526
| New | +$307K | 0.21% | 61 |
|