Private Advisor Group’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 | $379K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $303K | Buy |
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|
2024
Q2 | $247K | Buy |
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|
2024
Q1 | $255K | Sell |
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|
2023
Q4 | $441K | Buy |
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|
2023
Q3 | $301K | Hold |
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|
2023
Q2 | $317K | Buy |
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|
2023
Q1 | $307K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $22K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $529K | Sell |
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|
2019
Q3 | $508K | Sell |
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|
2019
Q2 | $501K | Sell |
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|
2019
Q1 | $579K | Buy |
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|
2018
Q4 | $308K | Sell |
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|
2018
Q3 | $606K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $244K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $346K | Sell |
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|
2017
Q2 | $1.28M | Sell |
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|
2017
Q1 | $1.31M | Sell |
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|
2016
Q4 | $1.33M | Buy |
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|
2016
Q3 | $237K | Buy |
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|
2016
Q2 | $209K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $157K | Sell |
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|
2014
Q2 | $995K | Buy |
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