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

Ancora 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 Q2	–	Sell	-66	Closed	-$5.6K	–	2184
2026 Q1	$5.6K	Hold	66	–	–	﹤0.01%	1941
2025 Q4	$5.43K	Hold	66	–	–	﹤0.01%	1941
2025 Q3	$5.3K	Hold	66	–	–	﹤0.01%	1490
2025 Q2	$5.01K	Hold	66	–	–	﹤0.01%	1489
2025 Q1	$4.9K	Hold	66	–	–	﹤0.01%	1432
2024 Q4	$4.9K	Hold	66	–	–	﹤0.01%	1464
2024 Q3	$5.06K	Hold	66	–	–	﹤0.01%	1445
2024 Q2	$4.64K	Hold	66	–	–	﹤0.01%	1452
2024 Q1	$4.79K	Hold	66	–	–	﹤0.01%	1441
2023 Q4	$4.47K	Hold	66	–	–	﹤0.01%	1407
2023 Q3	$4K	Hold	66	–	–	﹤0.01%	1417
2023 Q2	$4.2K	Hold	66	–	–	﹤0.01%	1404
2023 Q1	$4.08K	Hold	66	–	–	﹤0.01%	1429
2022 Q4	$4K	Hold	66	–	–	﹤0.01%	1499
2022 Q3	$4K	Hold	66	–	–	﹤0.01%	1684
2022 Q2	$4K	Hold	66	–	–	﹤0.01%	1798
2022 Q1	$5K	Hold	66	–	–	﹤0.01%	1951
2021 Q4	$5K	Hold	66	–	–	﹤0.01%	2043
2021 Q3	$4K	Hold	66	–	–	﹤0.01%	1956
2021 Q2	$4K	Hold	66	–	–	﹤0.01%	1736
2021 Q1	$4K	Hold	66	–	–	﹤0.01%	1576
2020 Q4	$3K	Hold	66	–	–	﹤0.01%	1344
2020 Q3	$3K	Hold	66	–	–	﹤0.01%	1290
2020 Q2	$3K	Buy	+66	New	+$2.64K	﹤0.01%	1247

Other funds holding IMCV

VIA

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

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 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

Ancora Advisors's IMCV Position: Q2 2026 in Review

Ancora Advisors sold out of iShares Morningstar Mid-Cap Value ETF (IMCV) in Q2 2026, closing a stake of 66 shares — an estimated $5.6K sold.

Ancora Advisors first reported a position in IMCV in Q2 2020 and held it in 24 quarters. The position peaked at $5.6K in Q1 2026. 169 funds tracked by Wall St. Rank hold IMCV as of Q2 2026.

Ancora Advisors reported no remaining iShares Morningstar Mid-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
Ancora Advisors sold 66 iShares Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $5.6K.
Ancora Advisors first reported a position in iShares Morningstar Mid-Cap Value ETF in Q2 2020 and held it in 24 quarters.
Ancora Advisors's iShares Morningstar Mid-Cap Value ETF position peaked at $5.6K in Q1 2026.
169 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.