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FSA Wealth Management’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

FSA Wealth Management’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
Q4 		– Sell
-45
Closed -$3.45K – 573
2024
Q3 		$3.45K Buy
+45
New +$3.31K ﹤0.01% 441
2024
Q1 		$3.27K Hold
45
– – ﹤0.01% 501
2023
Q4 		$3K Buy
+45
New +$2.8K ﹤0.01% 491

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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FSA Wealth Management's IMCV Position: Q4 2024 in Review

FSA Wealth Management sold out of iShares Morningstar Mid-Cap Value ETF (IMCV) in Q4 2024, closing a stake of 45 shares — an estimated $3.45K sold.

FSA Wealth Management first reported a position in IMCV in Q4 2023 and held it in 3 quarters. The position peaked at $3.45K in Q3 2024. 140 funds tracked by Wall St. Rank hold IMCV as of Q4 2024.

  • FSA Wealth Management reported no remaining iShares Morningstar Mid-Cap Value ETF position as of Q4 2024 after selling out during the quarter.
  • FSA Wealth Management sold 45 iShares Morningstar Mid-Cap Value ETF shares in Q4 2024, an estimated $3.45K.
  • FSA Wealth Management first reported a position in iShares Morningstar Mid-Cap Value ETF in Q4 2023 and held it in 3 quarters.
  • FSA Wealth Management's iShares Morningstar Mid-Cap Value ETF position peaked at $3.45K in Q3 2024.
  • 140 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q4 2024.

Based on FSA Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.