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Simplicity Solutions’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Simplicity Solutions’s Portfolio IMCV Stock Details IMCV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-11,262
Closed -$401K – 904
2020
Q1 		$401K Buy
11,262
+3,639
+48% +$130K 0.01% 547
2019
Q4 		$429K Buy
+7,623
New +$429K 0.01% 583