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Richwood Investment Advisors’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Richwood Investment Advisors’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
-600
Closed -$41K – 177
2021
Q4 		$41K Buy
+600
New +$39.9K 0.04% 175

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
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 $377B AUM 19.32% 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

Richwood Investment Advisors's IMCV Position: Q1 2022 in Review

Richwood Investment Advisors sold out of iShares Morningstar Mid-Cap Value ETF (IMCV) in Q1 2022, closing a stake of 600 shares — an estimated $41K sold.

Richwood Investment Advisors first reported a position in IMCV in Q4 2021 and held it in 1 quarter. The position peaked at $41K in Q4 2021. 105 funds tracked by Wall St. Rank hold IMCV as of Q1 2022.

  • Richwood Investment Advisors reported no remaining iShares Morningstar Mid-Cap Value ETF position as of Q1 2022 after selling out during the quarter.
  • Richwood Investment Advisors sold 600 iShares Morningstar Mid-Cap Value ETF shares in Q1 2022, an estimated $41K.
  • Richwood Investment Advisors first reported a position in iShares Morningstar Mid-Cap Value ETF in Q4 2021 and held it in 1 quarter.
  • Richwood Investment Advisors's iShares Morningstar Mid-Cap Value ETF position peaked at $41K in Q4 2021.
  • 105 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q1 2022.

Based on Richwood Investment Advisors's 13F filing for Q1 2022, filed 28 Apr 2022.