Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Cambridge Investment Research Advisors’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 		$4.93M Buy
58,208
+7,630
+15% +$656K 0.01% 975
2025
Q4 		$4.16M Buy
50,578
+163
+0.3% +$13.2K 0.01% 1026
2025
Q3 		$4.05M Buy
50,415
+6,525
+15% +$513K 0.01% 1033
2025
Q2 		$3.33M Buy
43,890
+37,187
+555% +$2.71M 0.01% 1087
2025
Q1 		$497K Buy
6,703
+522
+8% +$39.3K ﹤0.01% 2441
2024
Q4 		$459K Buy
6,181
+47
+0.8% +$3.63K ﹤0.01% 2499
2024
Q3 		$470K Sell
6,134
-113
-2% -$8.32K ﹤0.01% 2463
2024
Q2 		$439K Sell
6,247
-666
-10% -$47.1K ﹤0.01% 2396
2024
Q1 		$502K Buy
6,913
+921
+15% +$62.9K ﹤0.01% 2272
2023
Q4 		$406K Buy
5,992
+33
+0.6% +$2.05K ﹤0.01% 2360
2023
Q3 		$361K Sell
5,959
-2,636
-31% -$168K ﹤0.01% 2360
2023
Q2 		$548K Sell
8,595
-364
-4% -$22.3K ﹤0.01% 2061
2023
Q1 		$554K Buy
8,959
+1,735
+24% +$111K ﹤0.01% 2017
2022
Q4 		$448K Buy
7,224
+177
+3% +$10.9K ﹤0.01% 2101
2022
Q3 		$394K Sell
7,047
-8,636
-55% -$536K ﹤0.01% 2132
2022
Q2 		$931K Sell
15,683
-258
-2% -$16.8K 0.01% 1530
2022
Q1 		$1.1M Sell
15,941
-4,505
-22% -$304K 0.01% 1509
2021
Q4 		$1.4M Buy
20,446
+5,451
+36% +$362K 0.01% 1366
2021
Q3 		$948K Sell
14,995
-140
-0.9% -$8.99K ﹤0.01% 1575
2021
Q2 		$972K Sell
15,135
-954
-6% -$61.5K ﹤0.01% 1554
2021
Q1 		$989K Buy
16,089
+309
+2% +$17.8K 0.01% 1440
2020
Q4 		$823K Sell
15,780
-837
-5% -$40.9K ﹤0.01% 1429
2020
Q3 		$726K Buy
16,617
+78
+0.5% +$3.44K ﹤0.01% 1371
2020
Q2 		$696K Buy
16,539
+33
+0.2% +$1.32K 0.01% 1348
2020
Q1 		$588K Sell
16,506
-12,351
-43% -$611K 0.01% 1274
2019
Q4 		$1.62M Sell
28,857
-531
-2% -$28.9K 0.01% 888
2019
Q3 		$1.58M Buy
29,388
+78
+0.3% +$4.09K 0.01% 849
2019
Q2 		$1.54M Buy
29,310
+4,917
+20% +$256K 0.01% 818
2019
Q1 		$1.27M Buy
24,393
+3,756
+18% +$191K 0.01% 917
2018
Q4 		$955K Buy
20,637
+66
+0.3% +$3.35K 0.01% 950
2018
Q3 		$1.11M Sell
20,571
-69
-0.3% -$3.75K 0.01% 966
2018
Q2 		$1.09M Sell
20,640
-270
-1% -$14.3K 0.01% 926
2018
Q1 		$1.09M Buy
20,910
+888
+4% +$47.4K 0.01% 896
2017
Q4 		$1.06M Buy
20,022
+12,684
+173% +$653K 0.01% 867
2017
Q3 		$370K Buy
7,338
+978
+15% +$48.3K 0.01% 1431
2017
Q2 		$314K Sell
6,360
-7,749
-55% -$381K ﹤0.01% 1479
2017
Q1 		$698K Buy
14,109
+1,920
+16% +$94.7K 0.01% 906
2016
Q4 		$587K Buy
+12,189
New +$564K 0.01% 939
2015
Q3 		– Sell
-15,996
Closed -$659K – 1535
2015
Q2 		$659K Buy
15,996
+480
+3% +$20.3K 0.02% 679
2015
Q1 		$653K Sell
15,516
-885
-5% -$36.9K 0.02% 671
2014
Q4 		$681K Buy
16,401
+435
+3% +$17.6K 0.02% 628
2014
Q3 		$637K Buy
+15,966
New +$654K 0.02% 694

Other funds holding IMCV

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
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
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cambridge Investment Research Advisors's IMCV Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its iShares Morningstar Mid-Cap Value ETF (IMCV) stake by 15% in Q1 2026, buying an estimated $656K and bringing the position to 58,208 shares worth $4.93M. The position accounts for 0.01% of the portfolio, ranked #975.

Cambridge Investment Research Advisors first reported a position in IMCV in Q3 2014 and has held it in 42 quarters since. 172 funds tracked by Wall St. Rank hold IMCV as of Q1 2026.

  • Cambridge Investment Research Advisors held 58,208 shares of iShares Morningstar Mid-Cap Value ETF worth $4.93M as of Q1 2026.
  • Cambridge Investment Research Advisors bought 7,630 iShares Morningstar Mid-Cap Value ETF shares in Q1 2026, an estimated $656K.
  • iShares Morningstar Mid-Cap Value ETF made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #975 holding.
  • Cambridge Investment Research Advisors first reported a position in iShares Morningstar Mid-Cap Value ETF in Q3 2014 and has held it in 42 quarters since.
  • 172 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.