Steward Partners Investment Advisory’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 | – | Sell |
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|
2025
Q2 | $988 | Hold |
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|
2025
Q1 | $964 | Hold |
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|
2024
Q4 | $965 | Hold |
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|
2024
Q3 | $996 | Hold |
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|
2024
Q2 | $913 | Hold |
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|
2024
Q1 | $943 | Sell |
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|
2023
Q4 | $47.3K | Buy |
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|
2023
Q3 | $788 | Hold |
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|
2023
Q2 | $828 | Hold |
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|
2023
Q1 | $804 | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $3K | Hold |
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|
2022
Q1 | $4K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $34K | Sell |
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|
2018
Q2 | $48K | Hold |
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|
2018
Q1 | $46K | Buy |
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|
2017
Q4 | $28K | Buy |
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|
2017
Q3 | $13K | Hold |
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|
2017
Q2 | $13K | Hold |
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|
2017
Q1 | $13K | Hold |
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|
2016
Q4 | $13K | Buy |
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