Advisornet Financial’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Advisornet Financial’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	$14.2K	Hold	155	–	–	﹤0.01%	1486
2026 Q1	$13.1K	Hold	155	–	–	﹤0.01%	1460
2025 Q4	$12.8K	Hold	155	–	–	﹤0.01%	1472
2025 Q3	$12.5K	Hold	155	–	–	﹤0.01%	1454
2025 Q2	$11.8K	Hold	155	–	–	﹤0.01%	1429
2025 Q1	$11.5K	Hold	155	–	–	﹤0.01%	1365
2024 Q4	$11.5K	Hold	155	–	–	﹤0.01%	1295
2024 Q3	$11.9K	Sell	155 -100	-39%	-$7.36K	﹤0.01%	1370
2024 Q2	$17.9K	Hold	255	–	–	﹤0.01%	1133
2024 Q1	$18.5K	Hold	255	–	–	﹤0.01%	1095
2023 Q4	$17.3K	Hold	255	–	–	﹤0.01%	1134
2023 Q3	$15.4K	Sell	255 -195	-43%	-$12.5K	﹤0.01%	1116
2023 Q2	$28.7K	Hold	450	–	–	﹤0.01%	970
2023 Q1	$27.8K	Hold	450	–	–	﹤0.01%	964
2022 Q4	$27.9K	Hold	450	–	–	﹤0.01%	949
2022 Q3	$25K	Hold	450	–	–	﹤0.01%	1037
2022 Q2	$27K	Sell	450 -80	-15%	-$5.21K	﹤0.01%	1036
2022 Q1	$37K	Hold	530	–	–	﹤0.01%	1060
2021 Q4	$36K	Hold	530	–	–	﹤0.01%	1120
2021 Q3	$34K	Buy	530 +450	+563%	+$28.9K	﹤0.01%	1109
2021 Q2	$5K	Buy	+80	New	+$5.16K	﹤0.01%	1567
2018 Q1	–	Sell	-369	Closed	-$20K	–	1430
2017 Q4	$20K	Buy	+369	New	+$19K	﹤0.01%	861

Other funds holding IMCV

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Advisornet Financial's IMCV Position: Q2 2026 in Review

Advisornet Financial held its iShares Morningstar Mid-Cap Value ETF (IMCV) position steady in Q2 2026 at 155 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1486.

Advisornet Financial first reported a position in IMCV in Q4 2017 and has held it in 22 quarters since. The position peaked at $37K in Q1 2022. 170 funds tracked by Wall St. Rank hold IMCV as of Q2 2026.

Advisornet Financial held 155 shares of iShares Morningstar Mid-Cap Value ETF worth $14.2K as of Q2 2026.
Advisornet Financial left its iShares Morningstar Mid-Cap Value ETF share count unchanged in Q2 2026.
iShares Morningstar Mid-Cap Value ETF made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1486 holding.
Advisornet Financial first reported a position in iShares Morningstar Mid-Cap Value ETF in Q4 2017 and has held it in 22 quarters since.
Advisornet Financial's iShares Morningstar Mid-Cap Value ETF position peaked at $37K in Q1 2022.
170 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.