Archer Investment Corporation’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Archer Investment Corporation’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	$8.5K	Hold	93	–	–	﹤0.01%	826
2026 Q1	$7.88K	Hold	93	–	–	﹤0.01%	838
2025 Q4	$7.66K	Sell	93 -72	-44%	-$5.82K	﹤0.01%	772
2025 Q3	$13.3K	Buy	165 +62	+60%	+$4.87K	﹤0.01%	682
2025 Q2	$7.83K	Buy	103 +20	+24%	+$1.46K	﹤0.01%	748
2025 Q1	$6.16K	Hold	83	–	–	﹤0.01%	780
2024 Q4	$6.16K	Hold	83	–	–	﹤0.01%	790
2024 Q3	$6.36K	Buy	83 +11	+15%	+$810	﹤0.01%	765
2024 Q2	$5.06K	Hold	72	–	–	﹤0.01%	783
2024 Q1	$5.22K	Hold	72	–	–	﹤0.01%	762
2023 Q4	$4.88K	Hold	72	–	–	﹤0.01%	791
2023 Q3	$4.36K	Hold	72	–	–	﹤0.01%	771
2023 Q2	$4.59K	Hold	72	–	–	﹤0.01%	753
2023 Q1	$4.46K	Hold	72	–	–	﹤0.01%	667
2022 Q4	$4.47K	Hold	72	–	–	﹤0.01%	642
2022 Q3	$4.03K	Hold	72	–	–	﹤0.01%	620
2022 Q2	$4.27K	Hold	72	–	–	﹤0.01%	625
2022 Q1	$4.92K	Hold	72	–	–	﹤0.01%	617
2021 Q4	$4.92K	Hold	72	–	–	﹤0.01%	615
2021 Q3	$4.55K	Buy	+72	New	+$4.62K	﹤0.01%	599
2021 Q2	–	Sell	-162	Closed	-$9.96K	–	615
2021 Q1	$9.96K	Hold	162	–	–	﹤0.01%	542
2020 Q4	$8.45K	Hold	162	–	–	﹤0.01%	510
2020 Q3	$7.08K	Hold	162	–	–	﹤0.01%	473
2020 Q2	$6.82K	Hold	162	–	–	﹤0.01%	472
2020 Q1	$6K	Hold	162	–	–	﹤0.01%	466
2019 Q4	$9K	Buy	+162	New	+$8.81K	﹤0.01%	461

Other funds holding IMCV

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 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

BDF

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

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

SCM

Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return

Granville Capital Greensboro, North Carolina $224M AUM

MWM

Marietta Wealth Management Marietta, Georgia $971M AUM 25.37% 1-Year Est. Return

swisspartners Advisors Zurich, Switzerland $148M AUM 36.75% 1-Year Est. Return

Archer Investment Corporation's IMCV Position: Q2 2026 in Review

Archer Investment Corporation held its iShares Morningstar Mid-Cap Value ETF (IMCV) position steady in Q2 2026 at 93 shares worth $8.5K. The position accounts for ﹤0.01% of the portfolio, ranked #826.

Archer Investment Corporation first reported a position in IMCV in Q4 2019 and has held it in 26 quarters since. The position peaked at $13.3K in Q3 2025. 137 funds tracked by Wall St. Rank hold IMCV as of Q2 2026.

Archer Investment Corporation held 93 shares of iShares Morningstar Mid-Cap Value ETF worth $8.5K as of Q2 2026.
Archer Investment Corporation 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 Archer Investment Corporation's portfolio in Q2 2026, its #826 holding.
Archer Investment Corporation first reported a position in iShares Morningstar Mid-Cap Value ETF in Q4 2019 and has held it in 26 quarters since.
Archer Investment Corporation's iShares Morningstar Mid-Cap Value ETF position peaked at $13.3K in Q3 2025.
137 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Archer Investment Corporation's 13F filing for Q2 2026, filed 3 Aug 2026.