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

Aptus Capital 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	$75.4K	Hold	825	–	–	﹤0.01%	1315
2026 Q1	$69.9K	Sell	825 -1,266	-61%	-$109K	﹤0.01%	1222
2025 Q4	$172K	Buy	2,091 +1,266	+153%	+$102K	﹤0.01%	1059
2025 Q3	$66.3K	Sell	825 -383	-32%	-$30.1K	﹤0.01%	1196
2025 Q2	$91.8K	Sell	1,208 -201	-14%	-$14.6K	﹤0.01%	1094
2025 Q1	$105K	Buy	1,409 +2	+0.1%	+$151	﹤0.01%	1004
2024 Q4	$104K	Sell	1,407 -603	-30%	-$46.6K	﹤0.01%	1000
2024 Q3	$154K	Sell	2,010 -49	-2%	-$3.61K	﹤0.01%	795
2024 Q2	$145K	Sell	2,059 -527	-20%	-$37.3K	﹤0.01%	769
2024 Q1	$188K	Sell	2,586 -2,659	-51%	-$181K	﹤0.01%	742
2023 Q4	$355K	Sell	5,245 -138	-3%	-$8.59K	0.01%	439
2023 Q3	$326K	Buy	5,383 +1,360	+34%	+$86.9K	0.01%	456
2023 Q2	$256K	Buy	4,023 +879	+28%	+$53.9K	0.01%	437
2023 Q1	$195K	Buy	3,144 +1,065	+51%	+$68.2K	0.01%	471
2022 Q4	$129K	Buy	+2,079	New	+$128K	﹤0.01%	515

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

Aptus Capital Advisors's IMCV Position: Q2 2026 in Review

Aptus Capital Advisors held its iShares Morningstar Mid-Cap Value ETF (IMCV) position steady in Q2 2026 at 825 shares worth $75.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1315.

Aptus Capital Advisors first reported a position in IMCV in Q4 2022 and has held it in 15 quarters since. The position peaked at $355K in Q4 2023. 168 funds tracked by Wall St. Rank hold IMCV as of Q2 2026.

Aptus Capital Advisors held 825 shares of iShares Morningstar Mid-Cap Value ETF worth $75.4K as of Q2 2026.
Aptus Capital Advisors 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 Aptus Capital Advisors's portfolio in Q2 2026, its #1315 holding.
Aptus Capital Advisors first reported a position in iShares Morningstar Mid-Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
Aptus Capital Advisors's iShares Morningstar Mid-Cap Value ETF position peaked at $355K in Q4 2023.
168 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.