Advisory Solutions Group’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Advisory Solutions Group’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 Q3	$5.33M	Buy	+58,088	New	+$5.55M	1.13%	21

Other funds holding IMCV

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

MTC

Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

PIAS

PCA Investment Advisory Services Cincinnati, Ohio $368M AUM 14.36% 1-Year Est. Return

Flagstar Advisors New York $330M AUM 30.46% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Advisory Solutions Group's IMCV Position: Q3 2026 in Review

Advisory Solutions Group opened a new position in iShares Morningstar Mid-Cap Value ETF (IMCV) in Q3 2026: 58,088 shares worth $5.33M. The stake represents 1.13% of the portfolio and ranks #21 among its holdings.

18 funds tracked by Wall St. Rank hold IMCV as of Q3 2026.

Advisory Solutions Group held 58,088 shares of iShares Morningstar Mid-Cap Value ETF worth $5.33M as of Q3 2026.
iShares Morningstar Mid-Cap Value ETF was a new Advisory Solutions Group position in Q3 2026.
iShares Morningstar Mid-Cap Value ETF made up 1.13% of Advisory Solutions Group's portfolio in Q3 2026, its #21 holding.
18 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q3 2026.

Based on Advisory Solutions Group's 13F filing for Q3 2026, filed 14 Oct 2026.