Atria Wealth Solutions’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Atria Wealth Solutions’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	$1.93M	Sell	25,407 -1,679	-6%	-$122K	0.04%	427
2025 Q1	$2.01M	Sell	27,086 -3,384	-11%	-$255K	0.02%	630
2024 Q4	$2.26M	Sell	30,470 -1,101	-3%	-$85.1K	0.02%	604
2024 Q3	$2.42M	Sell	31,571 -839	-3%	-$61.8K	0.03%	562
2024 Q2	$2.28M	Buy	32,410 +851	+3%	+$60.2K	0.03%	586
2024 Q1	$2.29M	Sell	31,559 -6,578	-17%	-$449K	0.03%	587
2023 Q4	$2.58M	Buy	38,137 +2,590	+7%	+$161K	0.03%	522
2023 Q3	$2.17M	Buy	35,547 +2,693	+8%	+$172K	0.03%	532
2023 Q2	$2.09M	Buy	+32,854	New	+$2.02M	0.03%	551

Other funds holding IMCV

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

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

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 San Diego, California $376B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return