Atlas Private Wealth Advisors’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Atlas Private Wealth 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
2021 Q4	–	Sell	-420	Closed	-$27K	–	413
2021 Q3	$27K	Sell	420 -525	-56%	-$33.7K	0.01%	303
2021 Q2	$61K	Hold	945	–	–	0.03%	214
2021 Q1	$58K	Buy	945 +105	+13%	+$6.03K	0.03%	215
2020 Q4	$44K	Hold	840	–	–	0.03%	232
2020 Q3	$37K	Hold	840	–	–	0.03%	236
2020 Q2	$35K	Buy	+840	New	+$33.6K	0.03%	249

Other funds holding IMCV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Flagstar Advisors New York $331M AUM 40.98% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.43B AUM 21.99% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Atlas Private Wealth Advisors's IMCV Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of iShares Morningstar Mid-Cap Value ETF (IMCV) in Q4 2021, closing a stake of 420 shares — an estimated $27K sold.

Atlas Private Wealth Advisors first reported a position in IMCV in Q2 2020 and held it in 6 quarters. The position peaked at $61K in Q2 2021. 95 funds tracked by Wall St. Rank hold IMCV as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining iShares Morningstar Mid-Cap Value ETF position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 420 iShares Morningstar Mid-Cap Value ETF shares in Q4 2021, an estimated $27K.
Atlas Private Wealth Advisors first reported a position in iShares Morningstar Mid-Cap Value ETF in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's iShares Morningstar Mid-Cap Value ETF position peaked at $61K in Q2 2021.
95 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.