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Impact Partnership Wealth’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Impact Partnership Wealth’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
2023
Q4 		– Sell
-37
Closed -$2.24K – 965
2023
Q3 		$2.24K Hold
37
– – ﹤0.01% 818
2023
Q2 		$2.36K Buy
+37
New +$2.27K ﹤0.01% 627

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return

Impact Partnership Wealth's IMCV Position: Q4 2023 in Review

Impact Partnership Wealth sold out of iShares Morningstar Mid-Cap Value ETF (IMCV) in Q4 2023, closing a stake of 37 shares — an estimated $2.24K sold.

Impact Partnership Wealth first reported a position in IMCV in Q2 2023 and held it in 2 quarters. The position peaked at $2.36K in Q2 2023. 129 funds tracked by Wall St. Rank hold IMCV as of Q4 2023.

  • Impact Partnership Wealth reported no remaining iShares Morningstar Mid-Cap Value ETF position as of Q4 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 37 iShares Morningstar Mid-Cap Value ETF shares in Q4 2023, an estimated $2.24K.
  • Impact Partnership Wealth first reported a position in iShares Morningstar Mid-Cap Value ETF in Q2 2023 and held it in 2 quarters.
  • Impact Partnership Wealth's iShares Morningstar Mid-Cap Value ETF position peaked at $2.36K in Q2 2023.
  • 129 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q4 2023.

Based on Impact Partnership Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.