SB
IMCV icon

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

Strategic Blueprint’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
2019
Q4 		– Sell
-2,205
Closed -$118K – 251
2019
Q3 		$118K Buy
+2,205
New +$116K 0.09% 95

Other funds holding IMCV

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Strategic Blueprint's IMCV Position: Q4 2019 in Review

Strategic Blueprint sold out of iShares Morningstar Mid-Cap Value ETF (IMCV) in Q4 2019, closing a stake of 2,205 shares — an estimated $118K sold.

Strategic Blueprint first reported a position in IMCV in Q3 2019 and held it in 1 quarter. The position peaked at $118K in Q3 2019. 79 funds tracked by Wall St. Rank hold IMCV as of Q4 2019.

  • Strategic Blueprint reported no remaining iShares Morningstar Mid-Cap Value ETF position as of Q4 2019 after selling out during the quarter.
  • Strategic Blueprint sold 2,205 iShares Morningstar Mid-Cap Value ETF shares in Q4 2019, an estimated $118K.
  • Strategic Blueprint first reported a position in iShares Morningstar Mid-Cap Value ETF in Q3 2019 and held it in 1 quarter.
  • Strategic Blueprint's iShares Morningstar Mid-Cap Value ETF position peaked at $118K in Q3 2019.
  • 79 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q4 2019.

Based on Strategic Blueprint's 13F filing for Q4 2019, filed 10 Jan 2020.