Integrated Advisors Network’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Integrated Advisors Network’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
2022 Q2	–	Sell	-7,500	Closed	-$517K	–	700
2022 Q1	$517K	Sell	7,500 -68,368	-90%	-$4.61M	0.03%	433
2021 Q4	$5.18M	Sell	75,868 -4,288	-5%	-$285K	0.31%	74
2021 Q3	$5.07M	Sell	80,156 -3,062	-4%	-$197K	0.34%	62
2021 Q2	$5.34M	Sell	83,218 -33,962	-29%	-$2.19M	0.39%	53
2021 Q1	$7.2M	Sell	117,180 -5,529	-5%	-$318K	0.66%	30
2020 Q4	$6.4M	Sell	122,709 -80,292	-40%	-$3.93M	0.7%	25
2020 Q3	$8.87M	Sell	203,001 -4,221	-2%	-$186K	1.12%	19
2020 Q2	$8.72M	Buy	+207,222	New	+$8.3M	1.02%	20

Other funds holding IMCV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Flagstar Advisors New York $331M AUM 40.98% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Integrated Advisors Network's IMCV Position: Q2 2022 in Review

Integrated Advisors Network sold out of iShares Morningstar Mid-Cap Value ETF (IMCV) in Q2 2022, closing a stake of 7,500 shares — an estimated $517K sold.

Integrated Advisors Network first reported a position in IMCV in Q2 2020 and held it in 8 quarters. The position peaked at $8.87M in Q3 2020. 103 funds tracked by Wall St. Rank hold IMCV as of Q2 2022.

Integrated Advisors Network reported no remaining iShares Morningstar Mid-Cap Value ETF position as of Q2 2022 after selling out during the quarter.
Integrated Advisors Network sold 7,500 iShares Morningstar Mid-Cap Value ETF shares in Q2 2022, an estimated $517K.
Integrated Advisors Network first reported a position in iShares Morningstar Mid-Cap Value ETF in Q2 2020 and held it in 8 quarters.
Integrated Advisors Network's iShares Morningstar Mid-Cap Value ETF position peaked at $8.87M in Q3 2020.
103 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q2 2022.

Based on Integrated Advisors Network's 13F filing for Q2 2022, filed 12 Aug 2022.