Ameritas Advisory Services
IMCV icon

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

Ameritas Advisory Services’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
-768
Closed -$58.4K – 2506
2025
Q2 		$58.4K Buy
+768
New +$55.9K ﹤0.01% 1235

Other funds holding IMCV

Vantagepoint Investment Advisers
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
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Equitable Holdings
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

Ameritas Advisory Services's IMCV Position: Q3 2025 in Review

Ameritas Advisory Services sold out of iShares Morningstar Mid-Cap Value ETF (IMCV) in Q3 2025, closing a stake of 768 shares — an estimated $58.4K sold.

Ameritas Advisory Services first reported a position in IMCV in Q2 2025 and held it in 1 quarter. The position peaked at $58.4K in Q2 2025. 156 funds tracked by Wall St. Rank hold IMCV as of Q3 2025.

  • Ameritas Advisory Services reported no remaining iShares Morningstar Mid-Cap Value ETF position as of Q3 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 768 iShares Morningstar Mid-Cap Value ETF shares in Q3 2025, an estimated $58.4K.
  • Ameritas Advisory Services first reported a position in iShares Morningstar Mid-Cap Value ETF in Q2 2025 and held it in 1 quarter.
  • Ameritas Advisory Services's iShares Morningstar Mid-Cap Value ETF position peaked at $58.4K in Q2 2025.
  • 156 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.