SBSB
Sullivan, Bruyette, Speros & Blaney’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $268K | Hold |
1,454
| – | – | 0.01% | 254 |
|
|
2020
Q4 | $227K | Hold |
1,454
| – | – | 0.01% | 264 |
|
|
2020
Q3 | $190K | Hold |
1,454
| – | – | 0.01% | 258 |
|
|
2020
Q2 | $184K | Hold |
1,454
| – | – | 0.01% | 247 |
|
|
2020
Q1 | $155K | Hold |
1,454
| – | – | 0.01% | 239 |
|
|
2019
Q4 | $245K | Hold |
1,454
| – | – | 0.01% | 218 |
|
|
2019
Q3 | $234K | Hold |
1,454
| – | – | 0.01% | 210 |
|
|
2019
Q2 | $229K | Hold |
1,454
| – | – | 0.01% | 210 |
|
|
2019
Q1 | $226K | Hold |
1,454
| – | – | 0.01% | 197 |
|
|
2018
Q4 | $202K | Hold |
1,454
| – | – | 0.01% | 185 |
|
|
2018
Q3 | $235K | Hold |
1,454
| – | – | 0.02% | 152 |
|
|
2018
Q2 | $231K | Hold |
1,454
| – | – | 0.02% | 149 |
|
|
2018
Q1 | $227K | Hold |
1,454
| – | – | 0.02% | 149 |
|
|
2017
Q4 | $232K | Hold |
1,454
| – | – | 0.02% | 149 |
|
|
2017
Q3 | $220K | Hold |
1,454
| – | – | 0.02% | 147 |
|
|
2017
Q2 | $215K | Hold |
1,454
| – | – | 0.02% | 138 |
|
|
2017
Q1 | $216K | Hold |
1,454
| – | – | 0.02% | 134 |
|
|
2016
Q4 | $210K | Buy |
+1,454
| New | +$210K | 0.02% | 130 |
|