Wealth Enhancement Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Sell |
16,662
-1,233
| -7% | -$95.9K | ﹤0.01% | 1596 |
|
|
2025
Q1 | $1.33M | Sell |
17,895
-2,068
| -10% | -$153K | ﹤0.01% | 1454 |
|
|
2024
Q4 | $1.48M | Buy |
19,963
+3,801
| +24% | +$282K | ﹤0.01% | 1321 |
|
|
2024
Q3 | $1.24M | Buy |
16,162
+1,102
| +7% | +$84.5K | ﹤0.01% | 1280 |
|
|
2024
Q2 | $1.06M | Buy |
15,060
+2,514
| +20% | +$177K | ﹤0.01% | 1253 |
|
|
2024
Q1 | $910K | Sell |
12,546
-1,298
| -9% | -$94.2K | ﹤0.01% | 1278 |
|
|
2023
Q4 | $938K | Buy |
13,844
+427
| +3% | +$28.9K | ﹤0.01% | 1201 |
|
|
2023
Q3 | $813K | Buy |
+13,417
| New | +$813K | ﹤0.01% | 1185 |
|