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Bedel Financial Consulting’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Bedel Financial Consulting’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 		$8.94M Buy
97,819
+6,495
+7% +$578K 0.84% 18
2026
Q1 		$7.74M Buy
91,324
+5,036
+6% +$433K 0.87% 18
2025
Q4 		$7.1M Buy
86,288
+4,451
+5% +$360K 0.76% 19
2025
Q3 		$6.58M Buy
81,837
+6,171
+8% +$485K 0.84% 18
2025
Q2 		$5.75M Buy
75,666
+862
+1% +$62.7K 0.78% 16
2025
Q1 		$5.39M Buy
74,804
+2,708
+4% +$204K 0.77% 16
2024
Q4 		$5.52M Buy
72,096
+5,007
+7% +$387K 0.77% 16
2024
Q3 		$5.14M Buy
67,089
+4,191
+7% +$308K 0.73% 17
2024
Q2 		$4.42M Buy
62,898
+1,542
+3% +$109K 0.65% 17
2024
Q1 		$4.45M Buy
61,356
+1,709
+3% +$117K 0.7% 17
2023
Q4 		$4.04M Buy
59,647
+291
+0.5% +$18.1K 0.74% 17
2023
Q3 		$3.6M Buy
59,356
+2,239
+4% +$143K 0.73% 18
2023
Q2 		$3.64M Buy
57,117
+2,827
+5% +$173K 0.76% 18
2023
Q1 		$3.36M Buy
54,290
+567
+1% +$36.3K 0.82% 19
2022
Q4 		$3.33M Buy
53,723
+11,789
+28% +$727K 0.83% 19
2022
Q3 		$2.6M Buy
41,934
+31,256
+293% +$1.94M 0.69% 18
2022
Q2 		$634K Buy
10,678
+10,570
+9,787% +$688K 0.19% 73
2022
Q1 		$7K Buy
+108
New +$7.28K ﹤0.01% 727

Other funds holding IMCV

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bedel Financial Consulting's IMCV Position: Q2 2026 in Review

Bedel Financial Consulting increased its iShares Morningstar Mid-Cap Value ETF (IMCV) stake by 7.1% in Q2 2026, buying an estimated $578K and bringing the position to 97,819 shares worth $8.94M. The position accounts for 0.84% of the portfolio, ranked #18.

Bedel Financial Consulting first reported a position in IMCV in Q1 2022 and has held it in 18 quarters since. 169 funds tracked by Wall St. Rank hold IMCV as of Q2 2026.

  • Bedel Financial Consulting held 97,819 shares of iShares Morningstar Mid-Cap Value ETF worth $8.94M as of Q2 2026.
  • Bedel Financial Consulting bought 6,495 iShares Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $578K.
  • iShares Morningstar Mid-Cap Value ETF made up 0.84% of Bedel Financial Consulting's portfolio in Q2 2026, its #18 holding.
  • Bedel Financial Consulting first reported a position in iShares Morningstar Mid-Cap Value ETF in Q1 2022 and has held it in 18 quarters since.
  • 169 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.