IFWM
ILCV icon

Institute for Wealth Management’s iShares Morningstar Value ETF ILCV Stock Holding History

Institute for Wealth Management’s Portfolio ILCV Stock Details ILCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-204
Closed -$12K – 525
2019
Q4 		$12K Buy
+204
New +$11.6K ﹤0.01% 591

Other funds holding ILCV

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Institute for Wealth Management's ILCV Position: Q1 2020 in Review

Institute for Wealth Management sold out of iShares Morningstar Value ETF (ILCV) in Q1 2020, closing a stake of 204 shares — an estimated $12K sold.

Institute for Wealth Management first reported a position in ILCV in Q4 2019 and held it in 1 quarter. The position peaked at $12K in Q4 2019. 75 funds tracked by Wall St. Rank hold ILCV as of Q1 2020.

  • Institute for Wealth Management reported no remaining iShares Morningstar Value ETF position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 204 iShares Morningstar Value ETF shares in Q1 2020, an estimated $12K.
  • Institute for Wealth Management first reported a position in iShares Morningstar Value ETF in Q4 2019 and held it in 1 quarter.
  • Institute for Wealth Management's iShares Morningstar Value ETF position peaked at $12K in Q4 2019.
  • 75 funds tracked by Wall St. Rank held iShares Morningstar Value ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.