Gradient Investments’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Gradient Investments’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 Q4	–	Sell	-300	Closed	-$17K	–	1572
2022 Q3	$17K	Hold	300	–	–	﹤0.01%	694
2022 Q2	$18K	Buy	+300	New	+$19.5K	﹤0.01%	666
2019 Q4	–	Sell	-153	Closed	-$8K	–	1157
2019 Q3	$8K	Buy	+153	New	+$8.03K	﹤0.01%	708

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

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

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Gradient Investments's IMCV Position: Q4 2022 in Review

Gradient Investments sold out of iShares Morningstar Mid-Cap Value ETF (IMCV) in Q4 2022, closing a stake of 300 shares — an estimated $17K sold.

Gradient Investments first reported a position in IMCV in Q3 2019 and held it in 3 quarters. The position peaked at $18K in Q2 2022. 111 funds tracked by Wall St. Rank hold IMCV as of Q4 2022.

Gradient Investments reported no remaining iShares Morningstar Mid-Cap Value ETF position as of Q4 2022 after selling out during the quarter.
Gradient Investments sold 300 iShares Morningstar Mid-Cap Value ETF shares in Q4 2022, an estimated $17K.
Gradient Investments first reported a position in iShares Morningstar Mid-Cap Value ETF in Q3 2019 and held it in 3 quarters.
Gradient Investments's iShares Morningstar Mid-Cap Value ETF position peaked at $18K in Q2 2022.
111 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q4 2022.

Based on Gradient Investments's 13F filing for Q4 2022, filed 10 Jan 2023.