Woodard & Company Asset Management Group’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
Q2
$429K Sell
2025
Q1
$583K Sell
2024
Q4
$3.53M Sell
2024
Q3
$3.72M Sell
2024
Q2
$5.66M Sell
2024
Q1
$6.82M Buy
2023
Q4
$6.21M Sell
2023
Q3
$5.63M Buy
2023
Q2
$5.58M Sell
2023
Q1
$5.7M Buy