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Newbridge Financial Services Group’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Newbridge Financial Services Group’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
Q3 		– Sell
-105
Closed -$6K – 1423
2022
Q2 		$6K Hold
105
– – ﹤0.01% 975
2022
Q1 		$7K Buy
+105
New +$7.08K ﹤0.01% 1022

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
FA
Flagstar Advisors New York $331M AUM 40.98% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.43B AUM 21.99% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Newbridge Financial Services Group's IMCV Position: Q3 2022 in Review

Newbridge Financial Services Group sold out of iShares Morningstar Mid-Cap Value ETF (IMCV) in Q3 2022, closing a stake of 105 shares — an estimated $6K sold.

Newbridge Financial Services Group first reported a position in IMCV in Q1 2022 and held it in 2 quarters. The position peaked at $7K in Q1 2022. 100 funds tracked by Wall St. Rank hold IMCV as of Q3 2022.

  • Newbridge Financial Services Group reported no remaining iShares Morningstar Mid-Cap Value ETF position as of Q3 2022 after selling out during the quarter.
  • Newbridge Financial Services Group sold 105 iShares Morningstar Mid-Cap Value ETF shares in Q3 2022, an estimated $6K.
  • Newbridge Financial Services Group first reported a position in iShares Morningstar Mid-Cap Value ETF in Q1 2022 and held it in 2 quarters.
  • Newbridge Financial Services Group's iShares Morningstar Mid-Cap Value ETF position peaked at $7K in Q1 2022.
  • 100 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q3 2022.

Based on Newbridge Financial Services Group's 13F filing for Q3 2022, filed 13 Oct 2022.