Salomon & Ludwin’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 | $12.5K | Hold |
162
| – | – | ﹤0.01% | 457 |
|
|
2025
Q1 | $12K | Hold |
162
| – | – | ﹤0.01% | 432 |
|
|
2024
Q4 | $12K | Sell |
162
-8
| -5% | -$594 | ﹤0.01% | 426 |
|
|
2024
Q3 | $13K | Hold |
170
| – | – | ﹤0.01% | 422 |
|
|
2024
Q2 | $11.9K | Sell |
170
-2,206
| -93% | -$155K | ﹤0.01% | 424 |
|
|
2024
Q1 | $172K | Sell |
2,376
-144
| -6% | -$10.4K | 0.01% | 199 |
|
|
2023
Q4 | $153K | Hold |
2,520
| – | – | 0.02% | 189 |
|
|
2023
Q3 | $153K | Buy |
+2,520
| New | +$153K | 0.02% | 189 |
|