Plante Moran Financial Advisors’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 | $277K | Hold |
|
|||||
|
2025
Q2 | $262K | Hold |
|
|||||
|
2025
Q1 | $256K | Hold |
|
|||||
|
2024
Q4 | $256K | Hold |
|
|||||
|
2024
Q3 | $265K | Hold |
|
|||||
|
2024
Q2 | $243K | Buy |
|
|||||
|
2024
Q1 | $239K | Hold |
|
|||||
|
2023
Q4 | $223K | Hold |
|
|||||
|
2023
Q3 | $200K | Hold |
|
|||||
|
2023
Q2 | $210K | Hold |
|
|||||
|
2023
Q1 | $204K | Hold |
|
|||||
|
2022
Q4 | $205K | Hold |
|
|||||
|
2022
Q3 | $185K | Hold |
|
|||||
|
2022
Q2 | $196K | Hold |
|
|||||
|
2022
Q1 | $227K | Hold |
|
|||||
|
2021
Q4 | $225K | Sell |
|
|||||
|
2021
Q3 | $220K | Buy |
|
|||||
|
2021
Q2 | $212K | Hold |
|
|||||
|
2021
Q1 | $203K | Hold |
|
|||||
|
2020
Q4 | $172K | Hold |
|
|||||
|
2020
Q3 | $144K | Hold |
|
|||||
|
2020
Q2 | $139K | Hold |
|
|||||
|
2020
Q1 | $118K | Hold |
|
|||||
|
2019
Q4 | $186K | Hold |
|
|||||
|
2019
Q3 | $177K | Hold |
|
|||||
|
2019
Q2 | $173K | Hold |
|
|||||
|
2019
Q1 | $171K | Hold |
|
|||||
|
2018
Q4 | $153K | Hold |
|
|||||
|
2018
Q3 | $178K | Hold |
|
|||||
|
2018
Q2 | $175K | Hold |
|
|||||
|
2018
Q1 | $172K | Hold |
|
|||||
|
2017
Q4 | $175K | Hold |
|
|||||
|
2017
Q3 | $166K | Hold |
|
|||||
|
2017
Q2 | $163K | Hold |
|
|||||
|
2017
Q1 | $163K | Hold |
|
|||||
|
2016
Q4 | $159K | Hold |
|
|||||
|
2016
Q3 | $147K | Hold |
|
|||||
|
2016
Q2 | $139K | Hold |
|
|||||
|
2016
Q1 | $136K | Hold |
|
|||||
|
2015
Q4 | $131K | Hold |
|
|||||
|
2015
Q3 | $126K | Hold |
|
|||||
|
2015
Q2 | $136K | Hold |
|
|||||
|
2015
Q1 | $139K | Hold |
|
|||||
|
2014
Q4 | $137K | Hold |
|
|||||
|
2014
Q3 | $132K | Hold |
|
|||||
|
2014
Q2 | $137K | Hold |
|
|||||
|
2014
Q1 | $130K | Hold |
|
|||||
|
2013
Q4 | $126K | Hold |
|
|||||
|
2013
Q3 | $115K | Hold |
|
|||||
|
2013
Q2 | $107K | Buy |
|