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

Simplicity Solutions’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
-11,262
Closed -$401K – 904
2020
Q1 		$401K Buy
11,262
+3,639
+48% +$180K 0.01% 547
2019
Q4 		$429K Buy
+7,623
New +$414K 0.01% 583

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
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
Wells Fargo
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
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

Simplicity Solutions's IMCV Position: Q2 2020 in Review

Simplicity Solutions sold out of iShares Morningstar Mid-Cap Value ETF (IMCV) in Q2 2020, closing a stake of 11,262 shares — an estimated $401K sold.

Simplicity Solutions first reported a position in IMCV in Q4 2019 and held it in 2 quarters. The position peaked at $429K in Q4 2019. 72 funds tracked by Wall St. Rank hold IMCV as of Q2 2020.

  • Simplicity Solutions reported no remaining iShares Morningstar Mid-Cap Value ETF position as of Q2 2020 after selling out during the quarter.
  • Simplicity Solutions sold 11,262 iShares Morningstar Mid-Cap Value ETF shares in Q2 2020, an estimated $401K.
  • Simplicity Solutions first reported a position in iShares Morningstar Mid-Cap Value ETF in Q4 2019 and held it in 2 quarters.
  • Simplicity Solutions's iShares Morningstar Mid-Cap Value ETF position peaked at $429K in Q4 2019.
  • 72 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q2 2020.

Based on Simplicity Solutions's 13F filing for Q2 2020, filed 6 Aug 2020.