O'Shaughnessy Asset 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
Q2
$33.4K Hold
2025
Q1
$32.6K Hold
2024
Q4
$32.6K Hold
2024
Q3
$34K Hold
2024
Q2
$30.8K Hold
2024
Q1
$31.8K Buy
2023
Q4
$16.7K Hold
2023
Q3
$14.9K Hold
2023
Q2
$15.7K Hold
2023
Q1
$15.2K Buy