Aire Advisors
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
Q3 		$3.51M Buy
38,247
+91
+0.2% +$8.69K 0.57% 39
2026
Q2 		$3.49M Sell
38,156
-2,333
-6% -$208K 0.57% 42
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

Orgel Wealth Management
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
Marietta Wealth Management
Marietta Wealth Management Marietta, Georgia $945M AUM 19.14% 1-Year Est. Return
Rodgers & Associates
Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
ASG
Advisory Solutions Group Plymouth, Minnesota $472M AUM
DI
DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Aire Advisors's IMCV Position: Q3 2026 in Review

Aire Advisors increased its iShares Morningstar Mid-Cap Value ETF (IMCV) stake by 0.24% in Q3 2026, buying an estimated $8.69K and bringing the position to 38,247 shares worth $3.51M. The position accounts for 0.57% of the portfolio, ranked #39.

Aire Advisors first reported a position in IMCV in Q3 2022 and has held it in 17 quarters since. 35 funds tracked by Wall St. Rank hold IMCV as of Q3 2026.

  • Aire Advisors held 38,247 shares of iShares Morningstar Mid-Cap Value ETF worth $3.51M as of Q3 2026.
  • Aire Advisors bought 91 iShares Morningstar Mid-Cap Value ETF shares in Q3 2026, an estimated $8.69K.
  • iShares Morningstar Mid-Cap Value ETF made up 0.57% of Aire Advisors's portfolio in Q3 2026, its #39 holding.
  • Aire Advisors first reported a position in iShares Morningstar Mid-Cap Value ETF in Q3 2022 and has held it in 17 quarters since.
  • 35 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q3 2026.

Based on Aire Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.