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Retirement Planning Company of New England’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Retirement Planning Company of New England’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
Q1 		– Sell
-1,061
Closed -$72K – 539
2021
Q4 		$72K Buy
+1,061
New +$70.6K 0.04% 355

Other funds holding IMCV

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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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
FA
Flagstar Advisors New York $331M AUM 40.98% 1-Year Est. Return

Retirement Planning Company of New England's IMCV Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of iShares Morningstar Mid-Cap Value ETF (IMCV) in Q1 2022, closing a stake of 1,061 shares — an estimated $72K sold.

Retirement Planning Company of New England first reported a position in IMCV in Q4 2021 and held it in 1 quarter. The position peaked at $72K in Q4 2021. 105 funds tracked by Wall St. Rank hold IMCV as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining iShares Morningstar Mid-Cap Value ETF position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 1,061 iShares Morningstar Mid-Cap Value ETF shares in Q1 2022, an estimated $72K.
  • Retirement Planning Company of New England first reported a position in iShares Morningstar Mid-Cap Value ETF in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's iShares Morningstar Mid-Cap Value ETF position peaked at $72K in Q4 2021.
  • 105 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.