Retirement Group’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Retirement 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
2024 Q1	$20.5K	Hold	282	–	–	0.01%	361
2023 Q4	$19.1K	Hold	282	–	–	0.01%	347
2023 Q3	$17.1K	Hold	282	–	–	0.01%	337
2023 Q2	$18K	Hold	282	–	–	0.01%	333
2023 Q1	$17K	Hold	282	–	–	0.01%	325
2022 Q4	$18K	Buy	+282	New	+$17.4K	0.01%	292
2022 Q3	–	Sell	-282	Closed	-$17K	–	641
2022 Q2	$17K	Hold	282	–	–	0.01%	353
2022 Q1	$19K	Hold	282	–	–	0.01%	351
2021 Q4	$19K	Hold	282	–	–	0.01%	343
2021 Q3	$18K	Hold	282	–	–	0.01%	324
2021 Q2	$18K	Hold	282	–	–	0.01%	343
2021 Q1	$17K	Hold	282	–	–	0.01%	403
2020 Q4	$14K	Buy	+282	New	+$13.8K	0.01%	397

Other funds holding IMCV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Retirement Group's IMCV Position: Q1 2024 in Review

Retirement Group held its iShares Morningstar Mid-Cap Value ETF (IMCV) position steady in Q1 2024 at 282 shares worth $20.5K. The position accounts for 0.01% of the portfolio, ranked #361.

Retirement Group first reported a position in IMCV in Q4 2020 and has held it in 13 quarters since. 131 funds tracked by Wall St. Rank hold IMCV as of Q1 2024.

Retirement Group held 282 shares of iShares Morningstar Mid-Cap Value ETF worth $20.5K as of Q1 2024.
Retirement Group left its iShares Morningstar Mid-Cap Value ETF share count unchanged in Q1 2024.
iShares Morningstar Mid-Cap Value ETF made up 0.01% of Retirement Group's portfolio in Q1 2024, its #361 holding.
Retirement Group first reported a position in iShares Morningstar Mid-Cap Value ETF in Q4 2020 and has held it in 13 quarters since.
131 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.