Sullivan, Bruyette, Speros & Blaney’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $268K | Hold |
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|
2020
Q4 | $227K | Hold |
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|
2020
Q3 | $190K | Hold |
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|
2020
Q2 | $184K | Hold |
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|
2020
Q1 | $155K | Hold |
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|
2019
Q4 | $245K | Hold |
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|
2019
Q3 | $234K | Hold |
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|
2019
Q2 | $229K | Hold |
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|
2019
Q1 | $226K | Hold |
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|
2018
Q4 | $202K | Hold |
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|
2018
Q3 | $235K | Hold |
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|
2018
Q2 | $231K | Hold |
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|
2018
Q1 | $227K | Hold |
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|
2017
Q4 | $232K | Hold |
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|
2017
Q3 | $220K | Hold |
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|
2017
Q2 | $215K | Hold |
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|
2017
Q1 | $216K | Hold |
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|
2016
Q4 | $210K | Buy |
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