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Ashton Thomas Private Wealth’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Ashton Thomas Private Wealth’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 		$73.5K Hold
804
– – ﹤0.01% 1318
2026
Q1 		$68.2K Buy
+804
New +$69.2K ﹤0.01% 1240
2024
Q3 		– Sell
-804
Closed -$56.5K – 1208
2024
Q2 		$56.5K Buy
+804
New +$56.9K ﹤0.01% 881

Other funds holding IMCV

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ashton Thomas Private Wealth's IMCV Position: Q2 2026 in Review

Ashton Thomas Private Wealth held its iShares Morningstar Mid-Cap Value ETF (IMCV) position steady in Q2 2026 at 804 shares worth $73.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1318.

Ashton Thomas Private Wealth first reported a position in IMCV in Q2 2024 and has held it in 3 quarters since. 169 funds tracked by Wall St. Rank hold IMCV as of Q2 2026.

  • Ashton Thomas Private Wealth held 804 shares of iShares Morningstar Mid-Cap Value ETF worth $73.5K as of Q2 2026.
  • Ashton Thomas Private Wealth 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 Ashton Thomas Private Wealth's portfolio in Q2 2026, its #1318 holding.
  • Ashton Thomas Private Wealth first reported a position in iShares Morningstar Mid-Cap Value ETF in Q2 2024 and has held it in 3 quarters since.
  • 169 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.