Orgel Wealth Management’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $28.9M | Buy |
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|
2025
Q2 | $27.4M | Buy |
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|
2025
Q1 | $25.3M | Sell |
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|
2024
Q4 | $25.5M | Sell |
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|
2024
Q3 | $26.4M | Sell |
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|
2024
Q2 | $24.4M | Sell |
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|
2024
Q1 | $25.6M | Sell |
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|
2023
Q4 | $24.3M | Buy |
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|
2023
Q3 | $19.7M | Buy |
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|
2023
Q2 | $18.5M | Buy |
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|
2023
Q1 | $17.6M | Buy |
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|
2022
Q4 | $10.9M | Buy |
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|
2022
Q3 | $1.8M | Buy |
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|
2022
Q2 | $338K | Buy |
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