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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

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
FA
Flagstar Advisors New York $331M AUM 40.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LG
LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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. 17 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.
  • 17 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.