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 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 $11.8B AUM 9.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bedel Financial Consulting's IMCV Position: Q1 2026 in Review

Bedel Financial Consulting increased its iShares Morningstar Mid-Cap Value ETF (IMCV) stake by 5.8% in Q1 2026, buying an estimated $433K and bringing the position to 91,324 shares worth $7.74M. The position accounts for 0.87% of the portfolio, ranked #18.

Bedel Financial Consulting first reported a position in IMCV in Q1 2022 and has held it in 17 quarters since. 172 funds tracked by Wall St. Rank hold IMCV as of Q1 2026.

Bedel Financial Consulting held 91,324 shares of iShares Morningstar Mid-Cap Value ETF worth $7.74M as of Q1 2026.
Bedel Financial Consulting bought 5,036 iShares Morningstar Mid-Cap Value ETF shares in Q1 2026, an estimated $433K.
iShares Morningstar Mid-Cap Value ETF made up 0.87% of Bedel Financial Consulting's portfolio in Q1 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 17 quarters since.
172 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q1 2026.

Based on Bedel Financial Consulting's 13F filing for Q1 2026, filed 4 May 2026.