Madison Wealth Partners, Inc Ishares Morningstar Mid Cap Va Transaction History

Madison Wealth Partners, Inc

$405 Million
Q2 2025

A detailed history of Madison Wealth Partners, Inc transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Madison Wealth Partners, Inc holds 8,616 shares of IMCV stock, worth $677,993. This represents 0.16% of its overall portfolio holdings.

Number of Shares

8,616

Previous 7,894 9.15%

Holding current value

$677,993

Previous $585,000 11.79%

% of portfolio

0.16%

Previous 0.16%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	BUY	$65.1 - $75.98 $47,002 - $54,857	722 Added 9.15%	8,616 $654,000
Q1 2025 Apr 22, 2025	SELL	$71.9 - $77.57 $36,525 - $39,405	-508 Reduced 6.05%	7,894 $585,000
Q2 2024 Aug 09, 2024	BUY	$68.22 - $72.74 $8,322 - $8,874	122 Added 1.47%	8,402 $590,000
Q1 2024 Apr 29, 2024	SELL	$65.61 - $72.55 $5,773 - $6,384	-88 Reduced 1.05%	8,280 $600,000
Q4 2023 Feb 12, 2024	BUY	$57.47 - $68.03 $18,677 - $22,109	325 Added 4.04%	8,368 $566,000
Q3 2023 Nov 01, 2023	BUY	$60.39 - $66.42 $7,126 - $7,837	118 Added 1.49%	8,043 $487,000
Q2 2023 Jul 20, 2023	BUY	$58.79 - $63.7 $48,972 - $53,062	833 Added 11.75%	7,925 $504,000
Q1 2023 Apr 20, 2023	BUY	$58.6 - $68.24 $105,890 - $123,309	1,807 Added 34.19%	7,092 $438,000
Q4 2022 Jan 24, 2023	BUY	$56.85 - $65.72 $300,452 - $347,330	5,285 New	5,285 $0

Others Institutions Holding IMCV

# of Institutions

166

Shares Held

5.75M

Call Options Held

Put Options Held

View Full List

About ISHARES MORNINGSTAR MID CAP VA

Ticker IMCV
Sector ETFs
Industry ETFs

More about IMCV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Madison Wealth Partners, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Madison Wealth Partners, Inc with notifications on news.

Account

Madison Wealth Partners, Inc Ishares Morningstar Mid Cap Va Transaction History