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Armstrong Advisory Group’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Armstrong Advisory Group’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
2025
Q2 		– Sell
-198
Closed -$14.7K – 954
2025
Q1 		$14.7K Hold
198
– – ﹤0.01% 571
2024
Q4 		$14.7K Buy
+198
New +$15.3K ﹤0.01% 571

Other funds holding IMCV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return

Armstrong Advisory Group's IMCV Position: Q2 2025 in Review

Armstrong Advisory Group sold out of iShares Morningstar Mid-Cap Value ETF (IMCV) in Q2 2025, closing a stake of 198 shares — an estimated $14.7K sold.

Armstrong Advisory Group first reported a position in IMCV in Q4 2024 and held it in 2 quarters. The position peaked at $14.7K in Q1 2025. 156 funds tracked by Wall St. Rank hold IMCV as of Q2 2025.

  • Armstrong Advisory Group reported no remaining iShares Morningstar Mid-Cap Value ETF position as of Q2 2025 after selling out during the quarter.
  • Armstrong Advisory Group sold 198 iShares Morningstar Mid-Cap Value ETF shares in Q2 2025, an estimated $14.7K.
  • Armstrong Advisory Group first reported a position in iShares Morningstar Mid-Cap Value ETF in Q4 2024 and held it in 2 quarters.
  • Armstrong Advisory Group's iShares Morningstar Mid-Cap Value ETF position peaked at $14.7K in Q1 2025.
  • 156 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q2 2025.

Based on Armstrong Advisory Group's 13F filing for Q2 2025, filed 14 Jul 2025.