5W
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5T Wealth’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

5T Wealth’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
2026
Q1 		$214K Hold
2,523
– – 0.08% 124
2025
Q4 		$208K Sell
2,523
-114
-4% -$9.21K 0.08% 123
2025
Q3 		$212K Buy
+2,637
New +$207K 0.09% 110

Other funds holding IMCV

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

5T Wealth's IMCV Position: Q1 2026 in Review

5T Wealth held its iShares Morningstar Mid-Cap Value ETF (IMCV) position steady in Q1 2026 at 2,523 shares worth $214K. The position accounts for 0.08% of the portfolio, ranked #124.

5T Wealth first reported a position in IMCV in Q3 2025 and has held it in 3 quarters since. 172 funds tracked by Wall St. Rank hold IMCV as of Q1 2026.

  • 5T Wealth held 2,523 shares of iShares Morningstar Mid-Cap Value ETF worth $214K as of Q1 2026.
  • 5T Wealth left its iShares Morningstar Mid-Cap Value ETF share count unchanged in Q1 2026.
  • iShares Morningstar Mid-Cap Value ETF made up 0.08% of 5T Wealth's portfolio in Q1 2026, its #124 holding.
  • 5T Wealth first reported a position in iShares Morningstar Mid-Cap Value ETF in Q3 2025 and has held it in 3 quarters since.
  • 172 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q1 2026.

Based on 5T Wealth's 13F filing for Q1 2026, filed 13 Apr 2026.