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
Q2 		– Sell
-2,523
Closed -$214K – 136
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 $13.4B AUM 22.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

5T Wealth's IMCV Position: Q2 2026 in Review

5T Wealth sold out of iShares Morningstar Mid-Cap Value ETF (IMCV) in Q2 2026, closing a stake of 2,523 shares — an estimated $214K sold.

5T Wealth first reported a position in IMCV in Q3 2025 and held it in 3 quarters. The position peaked at $214K in Q1 2026. 169 funds tracked by Wall St. Rank hold IMCV as of Q2 2026.

  • 5T Wealth reported no remaining iShares Morningstar Mid-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • 5T Wealth sold 2,523 iShares Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $214K.
  • 5T Wealth first reported a position in iShares Morningstar Mid-Cap Value ETF in Q3 2025 and held it in 3 quarters.
  • 5T Wealth's iShares Morningstar Mid-Cap Value ETF position peaked at $214K in Q1 2026.
  • 169 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on 5T Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.