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Mark Sheptoff Financial Planning’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Mark Sheptoff Financial Planning’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
Q2 		– Sell
-65
Closed -$4.02K – 398
2023
Q1 		$4.02K Buy
+65
New +$4.16K ﹤0.01% 317

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Mark Sheptoff Financial Planning's IMCV Position: Q2 2023 in Review

Mark Sheptoff Financial Planning sold out of iShares Morningstar Mid-Cap Value ETF (IMCV) in Q2 2023, closing a stake of 65 shares — an estimated $4.02K sold.

Mark Sheptoff Financial Planning first reported a position in IMCV in Q1 2023 and held it in 1 quarter. The position peaked at $4.02K in Q1 2023. 121 funds tracked by Wall St. Rank hold IMCV as of Q2 2023.

  • Mark Sheptoff Financial Planning reported no remaining iShares Morningstar Mid-Cap Value ETF position as of Q2 2023 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 65 iShares Morningstar Mid-Cap Value ETF shares in Q2 2023, an estimated $4.02K.
  • Mark Sheptoff Financial Planning first reported a position in iShares Morningstar Mid-Cap Value ETF in Q1 2023 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's iShares Morningstar Mid-Cap Value ETF position peaked at $4.02K in Q1 2023.
  • 121 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q2 2023.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2023, filed 10 Aug 2023.