HI
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Hudock Inc’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Hudock Inc’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
2020
Q3 		– Sell
-2,130
Closed -$89K – 755
2020
Q2 		$89K Hold
2,130
– – 0.03% 194
2020
Q1 		$75K Buy
+2,130
New +$105K 0.03% 178

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
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IAN
Integrated Advisors Network Dallas, Texas $1.91B AUM 24.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Hudock Inc's IMCV Position: Q3 2020 in Review

Hudock Inc sold out of iShares Morningstar Mid-Cap Value ETF (IMCV) in Q3 2020, closing a stake of 2,130 shares — an estimated $89K sold.

Hudock Inc first reported a position in IMCV in Q1 2020 and held it in 2 quarters. The position peaked at $89K in Q2 2020. 70 funds tracked by Wall St. Rank hold IMCV as of Q3 2020.

  • Hudock Inc reported no remaining iShares Morningstar Mid-Cap Value ETF position as of Q3 2020 after selling out during the quarter.
  • Hudock Inc sold 2,130 iShares Morningstar Mid-Cap Value ETF shares in Q3 2020, an estimated $89K.
  • Hudock Inc first reported a position in iShares Morningstar Mid-Cap Value ETF in Q1 2020 and held it in 2 quarters.
  • Hudock Inc's iShares Morningstar Mid-Cap Value ETF position peaked at $89K in Q2 2020.
  • 70 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q3 2020.

Based on Hudock Inc's 13F filing for Q3 2020, filed 23 Oct 2020.