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Stratos Wealth Advisors’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Stratos Wealth Advisors’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
-480
Closed -$17K – 312
2020
Q1 		$17K Buy
+480
New +$23.7K 0.01% 225

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

Stratos Wealth Advisors's IMCV Position: Q2 2020 in Review

Stratos Wealth Advisors sold out of iShares Morningstar Mid-Cap Value ETF (IMCV) in Q2 2020, closing a stake of 480 shares — an estimated $17K sold.

Stratos Wealth Advisors first reported a position in IMCV in Q1 2020 and held it in 1 quarter. The position peaked at $17K in Q1 2020. 72 funds tracked by Wall St. Rank hold IMCV as of Q2 2020.

  • Stratos Wealth Advisors reported no remaining iShares Morningstar Mid-Cap Value ETF position as of Q2 2020 after selling out during the quarter.
  • Stratos Wealth Advisors sold 480 iShares Morningstar Mid-Cap Value ETF shares in Q2 2020, an estimated $17K.
  • Stratos Wealth Advisors first reported a position in iShares Morningstar Mid-Cap Value ETF in Q1 2020 and held it in 1 quarter.
  • Stratos Wealth Advisors's iShares Morningstar Mid-Cap Value ETF position peaked at $17K in Q1 2020.
  • 72 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q2 2020.

Based on Stratos Wealth Advisors's 13F filing for Q2 2020, filed 28 Jul 2020.