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

Imprint 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
2024
Q1 		$238K Buy
+3,300
New +$225K 0.06% 259

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Imprint Wealth's IMCV Position: Q1 2024 in Review

Imprint Wealth opened a new position in iShares Morningstar Mid-Cap Value ETF (IMCV) in Q1 2024: 3,300 shares worth $238K. The stake represents 0.06% of the portfolio and ranks #259 among its holdings.

131 funds tracked by Wall St. Rank hold IMCV as of Q1 2024.

  • Imprint Wealth held 3,300 shares of iShares Morningstar Mid-Cap Value ETF worth $238K as of Q1 2024.
  • iShares Morningstar Mid-Cap Value ETF was a new Imprint Wealth position in Q1 2024.
  • iShares Morningstar Mid-Cap Value ETF made up 0.06% of Imprint Wealth's portfolio in Q1 2024, its #259 holding.
  • 131 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q1 2024.

Based on Imprint Wealth's 13F filing for Q1 2024, filed 10 May 2024.