Spire Wealth Management’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Spire Wealth Management’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
2024 Q1	–	Sell	-52	Closed	-$3.45K	–	2354
2023 Q4	$3.45K	Sell	52 -52	-50%	-$3.24K	﹤0.01%	2041
2023 Q3	$6.3K	Hold	104	–	–	﹤0.01%	1869
2023 Q2	$6.63K	Hold	104	–	–	﹤0.01%	1929
2023 Q1	$6.44K	Sell	104 -5	-5%	-$320	﹤0.01%	1980
2022 Q4	$7K	Hold	109	–	–	﹤0.01%	1734
2022 Q3	$6K	Hold	109	–	–	﹤0.01%	1700
2022 Q2	$6K	Hold	109	–	–	﹤0.01%	2075
2022 Q1	$8K	Sell	109 -94	-46%	-$6.34K	﹤0.01%	2106
2021 Q4	$14K	Buy	+203	New	+$13.5K	﹤0.01%	2244

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

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

SCM

Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return

MTC

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

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

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

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

Spire Wealth Management's IMCV Position: Q1 2024 in Review

Spire Wealth Management sold out of iShares Morningstar Mid-Cap Value ETF (IMCV) in Q1 2024, closing a stake of 52 shares — an estimated $3.45K sold.

Spire Wealth Management first reported a position in IMCV in Q4 2021 and held it in 9 quarters. The position peaked at $14K in Q4 2021. 131 funds tracked by Wall St. Rank hold IMCV as of Q1 2024.

Spire Wealth Management reported no remaining iShares Morningstar Mid-Cap Value ETF position as of Q1 2024 after selling out during the quarter.
Spire Wealth Management sold 52 iShares Morningstar Mid-Cap Value ETF shares in Q1 2024, an estimated $3.45K.
Spire Wealth Management first reported a position in iShares Morningstar Mid-Cap Value ETF in Q4 2021 and held it in 9 quarters.
Spire Wealth Management's iShares Morningstar Mid-Cap Value ETF position peaked at $14K in Q4 2021.
131 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q1 2024.

Based on Spire Wealth Management's 13F filing for Q1 2024, filed 24 Apr 2024.