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Summit Financial’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Summit Financial’s Portfolio IMCV Stock Details IMCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$230K Buy
3,028
+15
+0.5% +$1.14K 0.01% 752
2025
Q1 		$224K Buy
+3,013
New +$224K 0.01% 671