Trivant Custom Portfolio Group’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Trivant Custom Portfolio Group’s Portfolio IMCV Stock Details IMCV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$432K	Buy
2025 Q1	$371K	Buy
2024 Q4	$292K	Buy
2024 Q3	$293K	Buy
2024 Q2	$265K	Buy
2024 Q1	$272K	Buy
2023 Q4	$248K	Sell
2023 Q3	$246K	Buy
2023 Q2	$247K	Buy
2023 Q1	$208K	Buy