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

Kingswood Wealth Advisors’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
-4,200
Closed -$250K – 655
2023
Q3 		$250K Hold
4,200
– – 0.04% 352
2023
Q2 		$268K Buy
+4,200
New +$258K 0.09% 213

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

Kingswood Wealth Advisors's IMCV Position: Q4 2023 in Review

Kingswood Wealth Advisors sold out of iShares Morningstar Mid-Cap Value ETF (IMCV) in Q4 2023, closing a stake of 4,200 shares — an estimated $250K sold.

Kingswood Wealth Advisors first reported a position in IMCV in Q2 2023 and held it in 2 quarters. The position peaked at $268K in Q2 2023. 129 funds tracked by Wall St. Rank hold IMCV as of Q4 2023.

  • Kingswood Wealth Advisors reported no remaining iShares Morningstar Mid-Cap Value ETF position as of Q4 2023 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 4,200 iShares Morningstar Mid-Cap Value ETF shares in Q4 2023, an estimated $250K.
  • Kingswood Wealth Advisors first reported a position in iShares Morningstar Mid-Cap Value ETF in Q2 2023 and held it in 2 quarters.
  • Kingswood Wealth Advisors's iShares Morningstar Mid-Cap Value ETF position peaked at $268K in Q2 2023.
  • 129 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q4 2023.

Based on Kingswood Wealth Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.