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IMCV icon

Aire Advisors’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Aire Advisors’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 		$3.43M Sell
40,489
-56
-0.1% -$4.82K 0.63% 40
2025
Q4 		$3.34M Sell
40,545
-159
-0.4% -$12.8K 0.61% 42
2025
Q3 		$3.27M Buy
40,704
+8
+0% +$629 0.59% 41
2025
Q2 		$3.09M Buy
40,696
+3,430
+9% +$250K 0.6% 40
2025
Q1 		$2.76M Buy
37,266
+150
+0.4% +$11.3K 0.58% 39
2024
Q4 		$2.76M Buy
37,116
+799
+2% +$61.8K 0.57% 39
2024
Q3 		$2.78M Buy
36,317
+777
+2% +$57.2K 0.62% 37
2024
Q2 		$2.5M Sell
35,540
-3,239
-8% -$229K 0.57% 38
2024
Q1 		$2.81M Buy
38,779
+404
+1% +$27.6K 0.63% 36
2023
Q4 		$2.6M Buy
38,375
+9,784
+34% +$609K 0.64% 35
2023
Q3 		$1.73M Buy
28,591
+76
+0.3% +$4.86K 0.46% 46
2023
Q2 		$1.82M Buy
28,515
+2,470
+9% +$152K 0.48% 48
2023
Q1 		$1.61M Sell
26,045
-2,253
-8% -$144K 0.45% 46
2022
Q4 		$1.76M Buy
28,298
+16,673
+143% +$1.03M 0.54% 41
2022
Q3 		$650K Buy
+11,625
New +$722K 0.22% 67

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

Aire Advisors's IMCV Position: Q1 2026 in Review

Aire Advisors reduced its iShares Morningstar Mid-Cap Value ETF (IMCV) stake by 0.14% in Q1 2026, selling an estimated $4.82K and leaving 40,489 shares worth $3.43M. The position accounts for 0.63% of the portfolio, ranked #40.

Aire Advisors first reported a position in IMCV in Q3 2022 and has held it in 15 quarters since. 172 funds tracked by Wall St. Rank hold IMCV as of Q1 2026.

  • Aire Advisors held 40,489 shares of iShares Morningstar Mid-Cap Value ETF worth $3.43M as of Q1 2026.
  • Aire Advisors sold 56 iShares Morningstar Mid-Cap Value ETF shares in Q1 2026, an estimated $4.82K.
  • iShares Morningstar Mid-Cap Value ETF made up 0.63% of Aire Advisors's portfolio in Q1 2026, its #40 holding.
  • Aire Advisors first reported a position in iShares Morningstar Mid-Cap Value ETF in Q3 2022 and has held it in 15 quarters since.
  • 172 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q1 2026.

Based on Aire Advisors's 13F filing for Q1 2026, filed 6 May 2026.