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Sowell Financial Services’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Sowell Financial Services’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
-33,465
Closed -$2.29M – 330
2021
Q4 		$2.29M Buy
33,465
+6,593
+25% +$438K 0.13% 176
2021
Q3 		$1.7M Buy
26,872
+9,644
+56% +$619K 0.11% 204
2021
Q2 		$1.11M Sell
17,228
-7,057
-29% -$455K 0.07% 288
2021
Q1 		$528K Buy
+24,285
New +$1.4M 0.02% 624

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 $501B 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 $376B 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 $75B 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 $276M AUM 14.63% 1-Year Est. Return