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

SignatureFD’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
2020 Q2	–	Sell	-1,374	Closed	-$49K	–	2574
2020 Q1	$49K	Hold	1,374	–	–	﹤0.01%	890
2019 Q4	$77K	Buy	+1,374	New	+$74.7K	0.01%	811

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

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

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

IAN

Integrated Advisors Network Dallas, Texas $1.91B AUM 24.91% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

SignatureFD's IMCV Position: Q2 2020 in Review

SignatureFD sold out of iShares Morningstar Mid-Cap Value ETF (IMCV) in Q2 2020, closing a stake of 1,374 shares — an estimated $49K sold.

SignatureFD first reported a position in IMCV in Q4 2019 and held it in 2 quarters. The position peaked at $77K in Q4 2019. 72 funds tracked by Wall St. Rank hold IMCV as of Q2 2020.

SignatureFD reported no remaining iShares Morningstar Mid-Cap Value ETF position as of Q2 2020 after selling out during the quarter.
SignatureFD sold 1,374 iShares Morningstar Mid-Cap Value ETF shares in Q2 2020, an estimated $49K.
SignatureFD first reported a position in iShares Morningstar Mid-Cap Value ETF in Q4 2019 and held it in 2 quarters.
SignatureFD's iShares Morningstar Mid-Cap Value ETF position peaked at $77K in Q4 2019.
72 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q2 2020.

Based on SignatureFD's 13F filing for Q2 2020, filed 30 Jul 2020.