Bouchey Financial Group’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Bouchey Financial Group’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	$245K	Hold	2,808	–	–	0.02%	152
2025 Q4	$231K	Hold	2,808	–	–	0.02%	146
2025 Q3	$226K	Hold	2,808	–	–	0.02%	138
2025 Q2	$213K	Hold	2,808	–	–	0.02%	138
2025 Q1	$208K	Hold	2,808	–	–	0.02%	132
2024 Q4	$209K	Hold	2,808	–	–	0.02%	142
2024 Q3	$215K	Buy	+2,808	New	+$207K	0.02%	144
2024 Q2	–	Sell	-2,808	Closed	-$204K	–	152
2024 Q1	$204K	Buy	+2,808	New	+$192K	0.02%	144

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

Bouchey Financial Group's IMCV Position: Q1 2026 in Review

Bouchey Financial Group held its iShares Morningstar Mid-Cap Value ETF (IMCV) position steady in Q1 2026 at 2,808 shares worth $245K. The position accounts for 0.02% of the portfolio, ranked #152.

Bouchey Financial Group first reported a position in IMCV in Q1 2024 and has held it in 8 quarters since. 172 funds tracked by Wall St. Rank hold IMCV as of Q1 2026.

Bouchey Financial Group held 2,808 shares of iShares Morningstar Mid-Cap Value ETF worth $245K as of Q1 2026.
Bouchey Financial Group left its iShares Morningstar Mid-Cap Value ETF share count unchanged in Q1 2026.
iShares Morningstar Mid-Cap Value ETF made up 0.02% of Bouchey Financial Group's portfolio in Q1 2026, its #152 holding.
Bouchey Financial Group first reported a position in iShares Morningstar Mid-Cap Value ETF in Q1 2024 and has held it in 8 quarters since.
172 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q1 2026.

Based on Bouchey Financial Group's 13F filing for Q1 2026, filed 13 Apr 2026.