Ameritas Investment Partners’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Ameritas Investment Partners’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 Q2	$3.2K	Hold	35	–	–	﹤0.01%	3130
2026 Q1	$2.97K	Sell	35 -80	-70%	-$6.88K	﹤0.01%	3051
2025 Q4	$9.47K	Hold	115	–	–	﹤0.01%	2924
2025 Q3	$9.24K	Hold	115	–	–	﹤0.01%	2971
2025 Q2	$8.74K	Hold	115	–	–	﹤0.01%	3017
2025 Q1	$8.53K	Sell	115 -85	-43%	-$6.4K	﹤0.01%	2870
2024 Q4	$14.9K	Hold	200	–	–	﹤0.01%	2762
2024 Q3	$15.3K	Hold	200	–	–	﹤0.01%	2768
2024 Q2	$14K	Hold	200	–	–	﹤0.01%	2781
2024 Q1	$14.5K	Sell	200 -60	-23%	-$4.09K	﹤0.01%	2692
2023 Q4	$17.6K	Hold	260	–	–	﹤0.01%	2635
2023 Q3	$15.8K	Sell	260 -70	-21%	-$4.47K	﹤0.01%	2647
2023 Q2	$21K	Hold	330	–	–	﹤0.01%	2541
2023 Q1	$20.4K	Hold	330	–	–	﹤0.01%	2457
2022 Q4	$20.5K	Hold	330	–	–	﹤0.01%	2554
2022 Q3	$18K	Hold	330	–	–	﹤0.01%	2570
2022 Q2	$19K	Hold	330	–	–	﹤0.01%	2565
2022 Q1	$22K	Hold	330	–	–	﹤0.01%	2515
2021 Q4	$22K	Hold	330	–	–	﹤0.01%	2599
2021 Q3	$20K	Hold	330	–	–	﹤0.01%	2699
2021 Q2	$21K	Buy	+330	New	+$21.3K	﹤0.01%	2707

Other funds holding IMCV

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BDF

Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ameritas Investment Partners's IMCV Position: Q2 2026 in Review

Ameritas Investment Partners held its iShares Morningstar Mid-Cap Value ETF (IMCV) position steady in Q2 2026 at 35 shares worth $3.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3130.

Ameritas Investment Partners first reported a position in IMCV in Q2 2021 and has held it in 21 quarters since. The position peaked at $22K in Q1 2022. 170 funds tracked by Wall St. Rank hold IMCV as of Q2 2026.

Ameritas Investment Partners held 35 shares of iShares Morningstar Mid-Cap Value ETF worth $3.2K as of Q2 2026.
Ameritas Investment Partners left its iShares Morningstar Mid-Cap Value ETF share count unchanged in Q2 2026.
iShares Morningstar Mid-Cap Value ETF made up ﹤0.01% of Ameritas Investment Partners's portfolio in Q2 2026, its #3130 holding.
Ameritas Investment Partners first reported a position in iShares Morningstar Mid-Cap Value ETF in Q2 2021 and has held it in 21 quarters since.
Ameritas Investment Partners's iShares Morningstar Mid-Cap Value ETF position peaked at $22K in Q1 2022.
170 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Ameritas Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.