Principal Securities’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 | $1.52M | Buy |
20,007
+19,425
| +3,338% | +$1.48M | 0.03% | 497 |
|
|
2025
Q1 | $43.2K | Hold |
582
| – | – | ﹤0.01% | 1818 |
|
|
2024
Q4 | $43.2K | Sell |
582
-5
| -0.9% | -$371 | ﹤0.01% | 1815 |
|
|
2024
Q3 | $45K | Hold |
587
| – | – | ﹤0.01% | 1742 |
|
|
2024
Q2 | $41.2K | Sell |
587
-7
| -1% | -$492 | ﹤0.01% | 1708 |
|
|
2024
Q1 | $43.1K | Sell |
594
-21
| -3% | -$1.52K | ﹤0.01% | 1636 |
|
|
2023
Q4 | $41.6K | Buy |
+615
| New | +$41.6K | ﹤0.01% | 1566 |
|