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

Hantz 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 Q4	–	Sell	-318	Closed	-$24K	–	1148
2024 Q3	$24K	Buy	318 +2	+0.6%	+$147	﹤0.01%	716
2024 Q2	$22K	Buy	316 +71	+29%	+$5.02K	﹤0.01%	726
2024 Q1	$18K	Buy	245 +51	+26%	+$3.48K	﹤0.01%	762
2023 Q4	$13K	Buy	194 +2	+1%	+$125	﹤0.01%	777
2023 Q3	$12K	Hold	192	–	–	﹤0.01%	783
2023 Q2	$12K	Buy	192 +1	+0.5%	+$61	﹤0.01%	761
2023 Q1	$12K	Buy	191 +1	+0.5%	+$64	﹤0.01%	760
2022 Q4	$12K	Buy	190 +3	+2%	+$185	﹤0.01%	728
2022 Q3	$10K	Buy	+187	New	+$11.6K	﹤0.01%	741

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

OWM

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Hantz Financial Services's IMCV Position: Q4 2024 in Review

Hantz Financial Services sold out of iShares Morningstar Mid-Cap Value ETF (IMCV) in Q4 2024, closing a stake of 318 shares — an estimated $24K sold.

Hantz Financial Services first reported a position in IMCV in Q3 2022 and held it in 9 quarters. The position peaked at $24K in Q3 2024. 140 funds tracked by Wall St. Rank hold IMCV as of Q4 2024.

Hantz Financial Services reported no remaining iShares Morningstar Mid-Cap Value ETF position as of Q4 2024 after selling out during the quarter.
Hantz Financial Services sold 318 iShares Morningstar Mid-Cap Value ETF shares in Q4 2024, an estimated $24K.
Hantz Financial Services first reported a position in iShares Morningstar Mid-Cap Value ETF in Q3 2022 and held it in 9 quarters.
Hantz Financial Services's iShares Morningstar Mid-Cap Value ETF position peaked at $24K in Q3 2024.
140 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q4 2024.

Based on Hantz Financial Services's 13F filing for Q4 2024, filed 23 Jan 2025.