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Gladstone Institutional Advisory’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Gladstone Institutional Advisory’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
Q2 		– Sell
-27,402
Closed -$1.89M – 691
2022
Q1 		$1.89M Buy
+27,402
New +$1.85M 0.13% 194

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
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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
FA
Flagstar Advisors New York $331M AUM 40.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Gladstone Institutional Advisory's IMCV Position: Q2 2022 in Review

Gladstone Institutional Advisory sold out of iShares Morningstar Mid-Cap Value ETF (IMCV) in Q2 2022, closing a stake of 27,402 shares — an estimated $1.89M sold.

Gladstone Institutional Advisory first reported a position in IMCV in Q1 2022 and held it in 1 quarter. The position peaked at $1.89M in Q1 2022. 103 funds tracked by Wall St. Rank hold IMCV as of Q2 2022.

  • Gladstone Institutional Advisory reported no remaining iShares Morningstar Mid-Cap Value ETF position as of Q2 2022 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 27,402 iShares Morningstar Mid-Cap Value ETF shares in Q2 2022, an estimated $1.89M.
  • Gladstone Institutional Advisory first reported a position in iShares Morningstar Mid-Cap Value ETF in Q1 2022 and held it in 1 quarter.
  • Gladstone Institutional Advisory's iShares Morningstar Mid-Cap Value ETF position peaked at $1.89M in Q1 2022.
  • 103 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q2 2022.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2022, filed 15 Aug 2022.