Avior Wealth Management’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Avior 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
2026 Q2	–	Sell	-53,240	Closed	-$4.51M	–	843
2026 Q1	$4.51M	Buy	53,240 +37,933	+248%	+$3.26M	0.13%	151
2025 Q4	$1.26M	Buy	+15,307	New	+$1.24M	0.04%	268
2023 Q4	–	Sell	-1,597	Closed	-$96.8K	–	1605
2023 Q3	$96.8K	Buy	+1,597	New	+$102K	0.01%	631

Other funds holding IMCV

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Avior Wealth Management's IMCV Position: Q2 2026 in Review

Avior Wealth Management sold out of iShares Morningstar Mid-Cap Value ETF (IMCV) in Q2 2026, closing a stake of 53,240 shares — an estimated $4.51M sold.

Avior Wealth Management first reported a position in IMCV in Q3 2023 and held it in 3 quarters. The position peaked at $4.51M in Q1 2026. 169 funds tracked by Wall St. Rank hold IMCV as of Q2 2026.

Avior Wealth Management reported no remaining iShares Morningstar Mid-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
Avior Wealth Management sold 53,240 iShares Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $4.51M.
Avior Wealth Management first reported a position in iShares Morningstar Mid-Cap Value ETF in Q3 2023 and held it in 3 quarters.
Avior Wealth Management's iShares Morningstar Mid-Cap Value ETF position peaked at $4.51M in Q1 2026.
169 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.