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

AmeriFlex 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
2025
Q3 		– Sell
-417
Closed -$31.5K – 1204
2025
Q2 		$31.5K Hold
417
– – 0.02% 480
2025
Q1 		$30.9K Hold
417
– – 0.01% 594
2024
Q4 		$31.9K Buy
+417
New +$32.2K 0.01% 535

Other funds holding IMCV

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AmeriFlex Group's IMCV Position: Q3 2025 in Review

AmeriFlex Group sold out of iShares Morningstar Mid-Cap Value ETF (IMCV) in Q3 2025, closing a stake of 417 shares — an estimated $31.5K sold.

AmeriFlex Group first reported a position in IMCV in Q4 2024 and held it in 3 quarters. The position peaked at $31.9K in Q4 2024. 156 funds tracked by Wall St. Rank hold IMCV as of Q3 2025.

  • AmeriFlex Group reported no remaining iShares Morningstar Mid-Cap Value ETF position as of Q3 2025 after selling out during the quarter.
  • AmeriFlex Group sold 417 iShares Morningstar Mid-Cap Value ETF shares in Q3 2025, an estimated $31.5K.
  • AmeriFlex Group first reported a position in iShares Morningstar Mid-Cap Value ETF in Q4 2024 and held it in 3 quarters.
  • AmeriFlex Group's iShares Morningstar Mid-Cap Value ETF position peaked at $31.9K in Q4 2024.
  • 156 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q3 2025.

Based on AmeriFlex Group's 13F filing for Q3 2025, filed 12 Nov 2025.