RWM
Revisor Wealth Management’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $267K | Sell |
3,428
-160
| -4% | -$12.5K | 0.1% | 228 |
|
|
2025
Q1 | $266K | Buy |
3,588
+573
| +19% | +$42.5K | 0.12% | 184 |
|
|
2024
Q4 | $226K | Buy |
+3,015
| New | +$226K | 0.21% | 106 |
|
|
2024
Q2 | – | Sell |
-5,636
| Closed | -$395K | – | 177 |
|
|
2024
Q1 | $395K | Buy |
+5,636
| New | +$395K | 0.18% | 138 |
|
|
2023
Q4 | – | Sell |
-3,476
| Closed | -$211K | – | 151 |
|
|
2023
Q3 | $211K | Buy |
+3,476
| New | +$211K | 0.18% | 145 |
|