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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 |
IF
26
Ironwood Financial
Tucson,
Arizona
| $68K | +$63.9K | +1,668 | New |
|
| 27 |
27
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $46K | +$43.1K | +1,125 | New |
|
| 28 |
CAL
28
Capital Advisors Ltd
Shaker Heights,
Ohio
| $43K | – | – | – |
|
| 29 |
29
Citigroup
New York
| $42K | +$2.87K | +75 | +8% |
|
| 30 |
GWM
30
Geneos Wealth Management
Englewood,
Colorado
| $32K | +$29.9K | +780 | New |
|
| 31 |
31
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $30K | – | – | – |
|
| 32 |
TFA
32
Transamerica Financial Advisors
St. Petersburg,
Florida
| $13K | – | – | – |
|
| 33 |
UFA
33
US Financial Advisors
Braintree,
Massachusetts
| $12K | -$33.1K | -864 | -75% |
|
| 34 |
34
US Bancorp
Minneapolis,
Minnesota
| $12K | – | – | – |
|
| 35 |
35
Creative Planning
Overland Park,
Kansas
| $11K | -$40.2K | -1,050 | -80% |
|
| 36 |
LWM
36
Lenox Wealth Management
Cincinnati,
Ohio
| $4K | – | – | – |
|
| 37 |
VF
37
Virtu Financial
New York
| – | -$403K | -10,221 | Closed |
|
| 38 |
AFP
38
Ausdal Financial Partners
Davenport,
Iowa
| – | -$187K | -4,710 | Closed |
|