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TD Ameritrade Investment Management’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

TD Ameritrade Investment 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
2023
Q3 		– Sell
-395
Closed -$25K – 223
2023
Q2 		$25K Sell
395
-109
-22% -$6.69K ﹤0.01% 273
2023
Q1 		$31K Sell
504
-85
-14% -$5.44K ﹤0.01% 269
2022
Q4 		$37K Sell
589
-531
-47% -$32.7K ﹤0.01% 273
2022
Q3 		$63K Sell
1,120
-324
-22% -$20.1K ﹤0.01% 265
2022
Q2 		$85K Sell
1,444
-415
-22% -$27K ﹤0.01% 263
2022
Q1 		$128K Buy
1,859
+394
+27% +$26.6K ﹤0.01% 272
2021
Q4 		$100K Buy
1,465
+494
+51% +$32.9K ﹤0.01% 293
2021
Q3 		$128K Sell
971
-85
-8% -$5.46K ﹤0.01% 240
2021
Q2 		$68K Sell
1,056
-1,596
-60% -$103K ﹤0.01% 315
2021
Q1 		$139K Hold
2,652
– – ﹤0.01% 243
2020
Q4 		$139K Sell
2,652
-261
-9% -$12.8K ﹤0.01% 243
2020
Q3 		$128K Sell
2,913
-327
-10% -$14.4K ﹤0.01% 240
2020
Q2 		$136K Sell
3,240
-846
-21% -$33.9K ﹤0.01% 228
2020
Q1 		$145K Buy
4,086
+3,969
+3,392% +$196K ﹤0.01% 216
2019
Q4 		$7K Buy
117
+54
+86% +$2.94K ﹤0.01% 495
2019
Q3 		$3K Hold
63
– – ﹤0.01% 573
2019
Q2 		$3K Buy
63
+51
+425% +$2.65K ﹤0.01% 541
2019
Q1 		$1K Hold
12
– – ﹤0.01% 549
2018
Q4 		$1K Sell
12
-6
-33% -$304 ﹤0.01% 561
2018
Q3 		$1K Hold
18
– – ﹤0.01% 536
2018
Q2 		$1K Hold
18
– – ﹤0.01% 421
2018
Q1 		$1K Buy
18
+3
+20% +$160 ﹤0.01% 126
2017
Q4 		$1K Sell
15
-6
-29% -$309 ﹤0.01% 112
2017
Q3 		$1K Buy
21
+6
+40% +$296 ﹤0.01% 93
2017
Q2 		$1K Buy
+15
New +$737 ﹤0.01% 93

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
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TD Ameritrade Investment Management's IMCV Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of iShares Morningstar Mid-Cap Value ETF (IMCV) in Q3 2023, closing a stake of 395 shares — an estimated $25K sold.

TD Ameritrade Investment Management first reported a position in IMCV in Q2 2017 and held it in 25 quarters. The position peaked at $145K in Q1 2020. 121 funds tracked by Wall St. Rank hold IMCV as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining iShares Morningstar Mid-Cap Value ETF position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 395 iShares Morningstar Mid-Cap Value ETF shares in Q3 2023, an estimated $25K.
  • TD Ameritrade Investment Management first reported a position in iShares Morningstar Mid-Cap Value ETF in Q2 2017 and held it in 25 quarters.
  • TD Ameritrade Investment Management's iShares Morningstar Mid-Cap Value ETF position peaked at $145K in Q1 2020.
  • 121 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.