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Old Second National Bank of Aurora’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Old Second National Bank of Aurora’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
2021
Q4 		– Sell
-35
Closed -$2K – 334
2021
Q3 		$2K Hold
35
– – ﹤0.01% 371
2021
Q2 		$2K Sell
35
-34
-49% -$2.19K ﹤0.01% 321
2021
Q1 		$4K Buy
+69
New +$3.96K ﹤0.01% 301

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FA
Flagstar Advisors New York $331M AUM 40.98% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Old Second National Bank of Aurora's IMCV Position: Q4 2021 in Review

Old Second National Bank of Aurora sold out of iShares Morningstar Mid-Cap Value ETF (IMCV) in Q4 2021, closing a stake of 35 shares — an estimated $2K sold.

Old Second National Bank of Aurora first reported a position in IMCV in Q1 2021 and held it in 3 quarters. The position peaked at $4K in Q1 2021. 95 funds tracked by Wall St. Rank hold IMCV as of Q4 2021.

  • Old Second National Bank of Aurora reported no remaining iShares Morningstar Mid-Cap Value ETF position as of Q4 2021 after selling out during the quarter.
  • Old Second National Bank of Aurora sold 35 iShares Morningstar Mid-Cap Value ETF shares in Q4 2021, an estimated $2K.
  • Old Second National Bank of Aurora first reported a position in iShares Morningstar Mid-Cap Value ETF in Q1 2021 and held it in 3 quarters.
  • Old Second National Bank of Aurora's iShares Morningstar Mid-Cap Value ETF position peaked at $4K in Q1 2021.
  • 95 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q4 2021.

Based on Old Second National Bank of Aurora's 13F filing for Q4 2021, filed 25 Jan 2022.