Advisory Services Network’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-33
Closed -$2.65K 3023
2025
Q3
$2.65K Buy
+33
New +$2.59K ﹤0.01% 3722
2024
Q1
Sell
-69
Closed -$4.67K 2526
2023
Q4
$4.67K Buy
+69
New +$4.29K ﹤0.01% 3134
2023
Q2
Sell
-871
Closed -$53.9K 2501
2023
Q1
$53.9K Hold
871
﹤0.01% 1979
2022
Q4
$54K Buy
+871
New +$53.7K ﹤0.01% 1934
2021
Q3
Sell
-69
Closed -$4K 2303
2021
Q2
$4K Buy
+69
New +$4.45K ﹤0.01% 3135
2021
Q1
Sell
-69
Closed -$4K 2115
2020
Q4
$4K Sell
69
-2,814
-98% -$138K ﹤0.01% 2791
2020
Q3
$126K Buy
+2,883
New +$127K 0.01% 1149
2020
Q2
Sell
-1,668
Closed -$59K 1866
2020
Q1
$59K Buy
+1,668
New +$82.5K ﹤0.01% 1305

Other funds holding IMCV

Advisory Services Network's IMCV Position: Q4 2025 in Review

Advisory Services Network sold out of iShares Morningstar Mid-Cap Value ETF (IMCV) in Q4 2025, closing a stake of 33 shares — an estimated $2.65K sold.

Advisory Services Network first reported a position in IMCV in Q1 2020 and held it in 8 quarters. The position peaked at $126K in Q3 2020. 164 funds tracked by Wall St. Rank hold IMCV as of Q4 2025.

  • Advisory Services Network reported no remaining iShares Morningstar Mid-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • Advisory Services Network sold 33 iShares Morningstar Mid-Cap Value ETF shares in Q4 2025, an estimated $2.65K.
  • Advisory Services Network first reported a position in iShares Morningstar Mid-Cap Value ETF in Q1 2020 and held it in 8 quarters.
  • Advisory Services Network's iShares Morningstar Mid-Cap Value ETF position peaked at $126K in Q3 2020.
  • 164 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q4 2025.

Based on Advisory Services Network's 13F filing for Q4 2025, filed 17 Feb 2026.