Toth Financial Advisory’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Toth Financial Advisory’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 Q1	–	Sell	-24	Closed	-$1K	–	433
2018 Q4	$1K	Buy	+24	New	+$1.22K	﹤0.01%	392

Other funds holding IMCV

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

FAT

First American Trust Santa Ana, California $1.49B AUM 21.98% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Toth Financial Advisory's IMCV Position: Q1 2019 in Review

Toth Financial Advisory sold out of iShares Morningstar Mid-Cap Value ETF (IMCV) in Q1 2019, closing a stake of 24 shares — an estimated $1K sold.

Toth Financial Advisory first reported a position in IMCV in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 75 funds tracked by Wall St. Rank hold IMCV as of Q1 2019.

Toth Financial Advisory reported no remaining iShares Morningstar Mid-Cap Value ETF position as of Q1 2019 after selling out during the quarter.
Toth Financial Advisory sold 24 iShares Morningstar Mid-Cap Value ETF shares in Q1 2019, an estimated $1K.
Toth Financial Advisory first reported a position in iShares Morningstar Mid-Cap Value ETF in Q4 2018 and held it in 1 quarter.
Toth Financial Advisory's iShares Morningstar Mid-Cap Value ETF position peaked at $1K in Q4 2018.
75 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q1 2019.

Based on Toth Financial Advisory's 13F filing for Q1 2019, filed 15 Apr 2019.