Arax Advisory Partners’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Arax Advisory 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	$62.5K	Buy	+684	New	+$60.9K	﹤0.01%	3091
2018 Q4	–	Sell	-69	Closed	-$4K	–	578
2018 Q3	$4K	Buy	69 +3	+5%	+$163	﹤0.01%	539
2018 Q2	$3K	Hold	66	–	–	﹤0.01%	421
2018 Q1	$3K	Sell	66 -6	-8%	-$320	﹤0.01%	408
2017 Q4	$3K	Hold	72	–	–	﹤0.01%	404
2017 Q3	$3K	Hold	72	–	–	﹤0.01%	400
2017 Q2	$4K	Hold	72	–	–	﹤0.01%	403
2017 Q1	$3K	Hold	72	–	–	﹤0.01%	397
2016 Q4	$3K	Buy	+72	New	+$3.33K	﹤0.01%	417

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

Arax Advisory Partners's IMCV Position: Q2 2026 in Review

Arax Advisory Partners opened a new position in iShares Morningstar Mid-Cap Value ETF (IMCV) in Q2 2026: 684 shares worth $62.5K. The stake represents ﹤0.01% of the portfolio and ranks #3091 among its holdings. This is a return to the name: Arax Advisory Partners previously reported a position in IMCV as recently as Q3 2018.

Arax Advisory Partners first reported a position in IMCV in Q4 2016 and has held it in 9 quarters since. 169 funds tracked by Wall St. Rank hold IMCV as of Q2 2026.

Arax Advisory Partners held 684 shares of iShares Morningstar Mid-Cap Value ETF worth $62.5K as of Q2 2026.
iShares Morningstar Mid-Cap Value ETF was a new Arax Advisory Partners position in Q2 2026.
iShares Morningstar Mid-Cap Value ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #3091 holding.
Arax Advisory Partners first reported a position in iShares Morningstar Mid-Cap Value ETF in Q4 2016 and has held it in 9 quarters since.
169 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.