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

swisspartners Advisors’s Portfolio IMCV Stock Details IMCV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$8.47M Buy
111,620
+3,510
+3% +$266K 7.99% 5
2025
Q1 		$7.09M Buy
108,110
+3,620
+3% +$238K 7.47% 5
2024
Q4 		$7.04M Buy
104,490
+1,130
+1% +$76.2K 7.59% 6
2024
Q3 		$6.7M Buy
+103,360
New +$6.7M 6.17% 7