Western Wealth Management’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $210K | Sell |
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|
2025
Q2 | $213K | Buy |
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|
2025
Q1 | $208K | Sell |
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|
2024
Q4 | $239K | Sell |
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|
2024
Q3 | $343K | Buy |
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|
2024
Q2 | $311K | Sell |
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|
2024
Q1 | $333K | Sell |
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|
2023
Q4 | $425K | Sell |
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|
2023
Q3 | $569K | Sell |
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|
2023
Q2 | $682K | Sell |
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|
2023
Q1 | $829K | Buy |
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|
2022
Q4 | $799K | Sell |
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|
2022
Q3 | $1.46M | Buy |
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|
2022
Q2 | $1.5M | Sell |
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|
2022
Q1 | $1.88M | Buy |
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|
2021
Q4 | $218K | Buy |
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|
2021
Q2 | $250K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $220K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $343K | Buy |
|