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First Personal Financial Services’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

First Personal Financial Services’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
2024
Q3 		$9.27K Hold
121
– – ﹤0.01% 310
2024
Q2 		$8.5K Buy
121
+94
+348% +$6.65K ﹤0.01% 288
2024
Q1 		$1.96K Buy
+27
New +$1.84K ﹤0.01% 331

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
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

First Personal Financial Services's IMCV Position: Q3 2024 in Review

First Personal Financial Services held its iShares Morningstar Mid-Cap Value ETF (IMCV) position steady in Q3 2024 at 121 shares worth $9.27K. The position accounts for ﹤0.01% of the portfolio, ranked #310.

First Personal Financial Services first reported a position in IMCV in Q1 2024 and has held it in 3 quarters since. 139 funds tracked by Wall St. Rank hold IMCV as of Q3 2024.

  • First Personal Financial Services held 121 shares of iShares Morningstar Mid-Cap Value ETF worth $9.27K as of Q3 2024.
  • First Personal Financial Services left its iShares Morningstar Mid-Cap Value ETF share count unchanged in Q3 2024.
  • iShares Morningstar Mid-Cap Value ETF made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #310 holding.
  • First Personal Financial Services first reported a position in iShares Morningstar Mid-Cap Value ETF in Q1 2024 and has held it in 3 quarters since.
  • 139 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.