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Householder Group Estate & Retirement Specialist’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Householder Group Estate & Retirement Specialist’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
-141
Closed -$10K – 851
2024
Q3 		$10K Hold
141
– – ﹤0.01% 811
2024
Q2 		$9K Hold
141
– – ﹤0.01% 829
2024
Q1 		$10.3K Hold
141
– – ﹤0.01% 808
2023
Q4 		$9K Hold
141
– – ﹤0.01% 783
2023
Q3 		$8.6K Buy
+141
New +$9.01K ﹤0.01% 827
2023
Q1 		$9K Buy
+142
New +$9.09K ﹤0.01% 834

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 $2.72B AUM 21.58% 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 $79.5B AUM 27.1% 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

Householder Group Estate & Retirement Specialist's IMCV Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of iShares Morningstar Mid-Cap Value ETF (IMCV) in Q4 2024, closing a stake of 141 shares — an estimated $10K sold.

Householder Group Estate & Retirement Specialist first reported a position in IMCV in Q1 2023 and held it in 6 quarters. The position peaked at $10.3K in Q1 2024. 140 funds tracked by Wall St. Rank hold IMCV as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining iShares Morningstar Mid-Cap Value ETF position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 141 iShares Morningstar Mid-Cap Value ETF shares in Q4 2024, an estimated $10K.
  • Householder Group Estate & Retirement Specialist first reported a position in iShares Morningstar Mid-Cap Value ETF in Q1 2023 and held it in 6 quarters.
  • Householder Group Estate & Retirement Specialist's iShares Morningstar Mid-Cap Value ETF position peaked at $10.3K in Q1 2024.
  • 140 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.