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Ford Financial Group’s iShares Morningstar Value ETF ILCV Stock Holding History

Ford Financial Group’s Portfolio ILCV Stock Details ILCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-270
Closed -$18K – 294
2021
Q4 		$18K Buy
+270
New +$18.2K ﹤0.01% 296
2021
Q3 		– Sell
-270
Closed -$17K – 305
2021
Q2 		$17K Buy
+270
New +$17.3K 0.01% 302

Other funds holding ILCV

EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ford Financial Group's ILCV Position: Q1 2022 in Review

Ford Financial Group sold out of iShares Morningstar Value ETF (ILCV) in Q1 2022, closing a stake of 270 shares — an estimated $18K sold.

Ford Financial Group first reported a position in ILCV in Q2 2021 and held it in 2 quarters. The position peaked at $18K in Q4 2021. 98 funds tracked by Wall St. Rank hold ILCV as of Q1 2022.

  • Ford Financial Group reported no remaining iShares Morningstar Value ETF position as of Q1 2022 after selling out during the quarter.
  • Ford Financial Group sold 270 iShares Morningstar Value ETF shares in Q1 2022, an estimated $18K.
  • Ford Financial Group first reported a position in iShares Morningstar Value ETF in Q2 2021 and held it in 2 quarters.
  • Ford Financial Group's iShares Morningstar Value ETF position peaked at $18K in Q4 2021.
  • 98 funds tracked by Wall St. Rank held iShares Morningstar Value ETF as of Q1 2022.

Based on Ford Financial Group's 13F filing for Q1 2022, filed 13 Apr 2022.