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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	$3.96M	Buy	70,723 +4,743	+7%	+$265K	1.08%	26
2022 Q2	$3.92M	Buy	65,980 +1,070	+2%	+$63.5K	1.03%	37
2022 Q1	$4.47M	Buy	64,910 +61,863	+2,030%	+$4.26M	1.08%	24
2021 Q4	$208K	Buy	+3,047	New	+$208K	0.05%	117