Winslow Evans & Crocker’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Winslow Evans & Crocker’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 Q1	–	Sell	-252	Closed	-$16K	–	1146
2019 Q4	$16K	Hold	252	–	–	﹤0.01%	713
2019 Q3	$14K	Hold	252	–	–	﹤0.01%	715
2019 Q2	$14K	Hold	252	–	–	﹤0.01%	739
2019 Q1	$14K	Hold	252	–	–	﹤0.01%	739
2018 Q4	$12K	Hold	252	–	–	﹤0.01%	732
2018 Q3	$14K	Hold	252	–	–	﹤0.01%	738
2018 Q2	$14K	Hold	252	–	–	﹤0.01%	737
2018 Q1	$12.9K	Hold	252	–	–	﹤0.01%	735
2017 Q4	$13.2K	Hold	252	–	–	﹤0.01%	751
2017 Q3	$12.5K	Buy	252 +3	+1%	+$148	﹤0.01%	773
2017 Q2	$12.3K	Buy	+249	New	+$12.2K	﹤0.01%	873

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

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

MTC

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

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

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

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

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

GIA

GHP Investment Advisors Denver, Colorado $2.43B AUM 21.99% 1-Year Est. Return

RJFSA

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

Winslow Evans & Crocker's IMCV Position: Q1 2020 in Review

Winslow Evans & Crocker sold out of iShares Morningstar Mid-Cap Value ETF (IMCV) in Q1 2020, closing a stake of 252 shares — an estimated $16K sold.

Winslow Evans & Crocker first reported a position in IMCV in Q2 2017 and held it in 11 quarters. The position peaked at $16K in Q4 2019. 71 funds tracked by Wall St. Rank hold IMCV as of Q1 2020.

Winslow Evans & Crocker reported no remaining iShares Morningstar Mid-Cap Value ETF position as of Q1 2020 after selling out during the quarter.
Winslow Evans & Crocker sold 252 iShares Morningstar Mid-Cap Value ETF shares in Q1 2020, an estimated $16K.
Winslow Evans & Crocker first reported a position in iShares Morningstar Mid-Cap Value ETF in Q2 2017 and held it in 11 quarters.
Winslow Evans & Crocker's iShares Morningstar Mid-Cap Value ETF position peaked at $16K in Q4 2019.
71 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q1 2020.

Based on Winslow Evans & Crocker's 13F filing for Q1 2020, filed 20 Apr 2020.