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Intelligence Driven Advisers’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Intelligence Driven Advisers’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
2019
Q3 		– Sell
-4,197
Closed -$220K – 99
2019
Q2 		$220K Sell
4,197
-7,044
-63% -$366K 0.1% 96
2019
Q1 		$583K Sell
11,241
-762
-6% -$38.8K 0.32% 45
2018
Q4 		$555K Buy
+12,003
New +$609K 0.35% 50

Other funds holding IMCV

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Intelligence Driven Advisers's IMCV Position: Q3 2019 in Review

Intelligence Driven Advisers sold out of iShares Morningstar Mid-Cap Value ETF (IMCV) in Q3 2019, closing a stake of 4,197 shares — an estimated $220K sold.

Intelligence Driven Advisers first reported a position in IMCV in Q4 2018 and held it in 3 quarters. The position peaked at $583K in Q1 2019. 82 funds tracked by Wall St. Rank hold IMCV as of Q3 2019.

  • Intelligence Driven Advisers reported no remaining iShares Morningstar Mid-Cap Value ETF position as of Q3 2019 after selling out during the quarter.
  • Intelligence Driven Advisers sold 4,197 iShares Morningstar Mid-Cap Value ETF shares in Q3 2019, an estimated $220K.
  • Intelligence Driven Advisers first reported a position in iShares Morningstar Mid-Cap Value ETF in Q4 2018 and held it in 3 quarters.
  • Intelligence Driven Advisers's iShares Morningstar Mid-Cap Value ETF position peaked at $583K in Q1 2019.
  • 82 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q3 2019.

Based on Intelligence Driven Advisers's 13F filing for Q3 2019, filed 4 Sep 2020.