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 $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SCM

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

Atria Wealth Solutions's IMCV Position: Q2 2025 in Review

Atria Wealth Solutions reduced its iShares Morningstar Mid-Cap Value ETF (IMCV) stake by 6.2% in Q2 2025, selling an estimated $122K and leaving 25,407 shares worth $1.93M. The position accounts for 0.04% of the portfolio, ranked #427.

Atria Wealth Solutions first reported a position in IMCV in Q2 2023 and has held it in 9 quarters since. The position peaked at $2.58M in Q4 2023. 156 funds tracked by Wall St. Rank hold IMCV as of Q2 2025.

Atria Wealth Solutions held 25,407 shares of iShares Morningstar Mid-Cap Value ETF worth $1.93M as of Q2 2025.
Atria Wealth Solutions sold 1,679 iShares Morningstar Mid-Cap Value ETF shares in Q2 2025, an estimated $122K.
iShares Morningstar Mid-Cap Value ETF made up 0.04% of Atria Wealth Solutions's portfolio in Q2 2025, its #427 holding.
Atria Wealth Solutions first reported a position in iShares Morningstar Mid-Cap Value ETF in Q2 2023 and has held it in 9 quarters since.
Atria Wealth Solutions's iShares Morningstar Mid-Cap Value ETF position peaked at $2.58M in Q4 2023.
156 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.