AEPWM
IMCV icon

Atlantic Edge Private Wealth Management’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Atlantic Edge Private Wealth Management’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
-160
Closed -$11.9K – 519
2025
Q1 		$11.9K Buy
+160
New +$12K ﹤0.01% 334

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

Atlantic Edge Private Wealth Management's IMCV Position: Q2 2025 in Review

Atlantic Edge Private Wealth Management sold out of iShares Morningstar Mid-Cap Value ETF (IMCV) in Q2 2025, closing a stake of 160 shares — an estimated $11.9K sold.

Atlantic Edge Private Wealth Management first reported a position in IMCV in Q1 2025 and held it in 1 quarter. The position peaked at $11.9K in Q1 2025. 156 funds tracked by Wall St. Rank hold IMCV as of Q2 2025.

  • Atlantic Edge Private Wealth Management reported no remaining iShares Morningstar Mid-Cap Value ETF position as of Q2 2025 after selling out during the quarter.
  • Atlantic Edge Private Wealth Management sold 160 iShares Morningstar Mid-Cap Value ETF shares in Q2 2025, an estimated $11.9K.
  • Atlantic Edge Private Wealth Management first reported a position in iShares Morningstar Mid-Cap Value ETF in Q1 2025 and held it in 1 quarter.
  • Atlantic Edge Private Wealth Management's iShares Morningstar Mid-Cap Value ETF position peaked at $11.9K in Q1 2025.
  • 156 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q2 2025.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2025, filed 30 Jul 2025.