Smartleaf Asset 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 | $175K | Buy |
2,317
+367
| +19% | +$27.7K | 0.02% | 617 |
|
|
2025
Q1 | $143K | Buy |
1,950
+422
| +28% | +$30.9K | 0.01% | 686 |
|
|
2024
Q4 | $113K | Buy |
1,528
+49
| +3% | +$3.63K | 0.01% | 790 |
|
|
2024
Q3 | $113K | Buy |
1,479
+355
| +32% | +$27.2K | 0.01% | 676 |
|
|
2024
Q2 | $78.6K | Sell |
1,124
-297
| -21% | -$20.8K | 0.01% | 637 |
|
|
2024
Q1 | $103K | Sell |
1,421
-20
| -1% | -$1.45K | 0.02% | 511 |
|
|
2023
Q4 | $98K | Buy |
+1,441
| New | +$98K | 0.03% | 431 |
|