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

Barnes Dennig 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
2026
Q2 		$60K Buy
656
+344
+110% +$30.6K 0.05% 151
2026
Q1 		$26.5K Buy
312
+148
+90% +$12.7K 0.03% 190
2025
Q4 		$13.5K Buy
+164
New +$13.3K 0.01% 241

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

Barnes Dennig Private Wealth Management's IMCV Position: Q2 2026 in Review

Barnes Dennig Private Wealth Management increased its iShares Morningstar Mid-Cap Value ETF (IMCV) stake by 110% in Q2 2026, buying an estimated $30.6K and bringing the position to 656 shares worth $60K. The position accounts for 0.05% of the portfolio, ranked #151.

Barnes Dennig Private Wealth Management first reported a position in IMCV in Q4 2025 and has held it in 3 quarters since. 17 funds tracked by Wall St. Rank hold IMCV as of Q2 2026.

  • Barnes Dennig Private Wealth Management held 656 shares of iShares Morningstar Mid-Cap Value ETF worth $60K as of Q2 2026.
  • Barnes Dennig Private Wealth Management bought 344 iShares Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $30.6K.
  • iShares Morningstar Mid-Cap Value ETF made up 0.05% of Barnes Dennig Private Wealth Management's portfolio in Q2 2026, its #151 holding.
  • Barnes Dennig Private Wealth Management first reported a position in iShares Morningstar Mid-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 17 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Barnes Dennig Private Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.