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Aspire Capital Advisors’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Aspire Capital Advisors’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
2022
Q4 		– Sell
-53,498
Closed -$2.99M – 52
2022
Q3 		$2.99M Buy
53,498
+2,283
+4% +$142K 2.37% 13
2022
Q2 		$3.04M Buy
+51,215
New +$3.33M 2.31% 13

Other funds holding IMCV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FA
Flagstar Advisors New York $331M AUM 40.98% 1-Year Est. Return

Aspire Capital Advisors's IMCV Position: Q4 2022 in Review

Aspire Capital Advisors sold out of iShares Morningstar Mid-Cap Value ETF (IMCV) in Q4 2022, closing a stake of 53,498 shares — an estimated $2.99M sold.

Aspire Capital Advisors first reported a position in IMCV in Q2 2022 and held it in 2 quarters. The position peaked at $3.04M in Q2 2022. 111 funds tracked by Wall St. Rank hold IMCV as of Q4 2022.

  • Aspire Capital Advisors reported no remaining iShares Morningstar Mid-Cap Value ETF position as of Q4 2022 after selling out during the quarter.
  • Aspire Capital Advisors sold 53,498 iShares Morningstar Mid-Cap Value ETF shares in Q4 2022, an estimated $2.99M.
  • Aspire Capital Advisors first reported a position in iShares Morningstar Mid-Cap Value ETF in Q2 2022 and held it in 2 quarters.
  • Aspire Capital Advisors's iShares Morningstar Mid-Cap Value ETF position peaked at $3.04M in Q2 2022.
  • 111 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q4 2022.

Based on Aspire Capital Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.