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iShares Morningstar Mid-Cap Value ETF
IMCV
IMCV
97.66
USD
-0.23
0.23%
At close
Updated
Aug 28, 4:00 PM EDT
Pre-market
After hours
1 day
-0.23%
5 days
-0.68%
1 month
1.02%
3 months
8.67%
6 months
9.64%
Year to date
17.71%
1 year
22.12%
5 years
49.67%
10 years
119.07%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 26 |
26
Bank of Montreal
Toronto,
Ontario, Canada
| $185K | +$12K | +300 | +7% |
|
| 27 |
PMFA
27
Plante Moran Financial Advisors
Southfield,
Michigan
| $131K | – | – | – |
|
| 28 |
28
Creative Planning
Overland Park,
Kansas
| $52K | -$15K | -375 | -22% |
|
| 29 |
UFA
29
US Financial Advisors
Braintree,
Massachusetts
| $45K | +$240 | +6 | +0.5% |
|
| 30 |
CAL
30
Capital Advisors Ltd
Shaker Heights,
Ohio
| $41K | – | – | – |
|
| 31 |
31
Citigroup
New York
| $38K | +$1.2K | +30 | +3% |
|
| 32 |
32
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $28K | – | – | – |
|
| 33 |
TFA
33
Transamerica Financial Advisors
St. Petersburg,
Florida
| $12K | – | – | – |
|
| 34 |
34
US Bancorp
Minneapolis,
Minnesota
| $12K | – | – | – |
|
| 35 |
LWM
35
Lenox Wealth Management
Cincinnati,
Ohio
| $4K | +$4.2K | +105 | New |
|
| 36 |
TH
36
Timber Hill
Greenwich,
Connecticut
| – | -$449K | -11,772 | Closed |
|
| 37 |
HF
37
HRT Financial
New York
| – | -$423K | -11,103 | Closed |
|