Rodgers & Associates’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 | $8.45M | Buy |
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|
2025
Q2 | $7.67M | Buy |
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|
2025
Q1 | $6.99M | Buy |
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|
2024
Q4 | $6.35M | Buy |
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|
2024
Q3 | $6.1M | Sell |
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|
2024
Q2 | $5.72M | Sell |
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|
2024
Q1 | $5.93M | Sell |
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|
2023
Q4 | $5.63M | Buy |
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|
2023
Q3 | $4.69M | Buy |
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|
2023
Q2 | $4.64M | Buy |
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|
2023
Q1 | $4.16M | Buy |
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|
2022
Q4 | $4.04M | Sell |
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|
2022
Q3 | $3.77M | Buy |
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|
2022
Q2 | $3.98M | Sell |
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|
2022
Q1 | $4.97M | Sell |
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|
2021
Q4 | $4.96M | Sell |
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|
2021
Q3 | $4.62M | Sell |
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|
2021
Q2 | $4.78M | Sell |
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|
2021
Q1 | $4.92M | Sell |
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|
2020
Q4 | $4.48M | Buy |
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