Cetera Investment Advisers
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Cetera Investment Advisers’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Cetera Investment Advisers’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 		$11.2M Buy
122,941
+13,126
+12% +$1.17M 0.01% 1091
2026
Q1 		$9.31M Buy
109,815
+13,385
+14% +$1.15M 0.01% 1103
2025
Q4 		$7.94M Sell
96,430
-6,811
-7% -$550K 0.01% 1175
2025
Q3 		$8.3M Buy
103,241
+55,389
+116% +$4.35M 0.01% 1106
2025
Q2 		$3.64M Buy
47,852
+25,697
+116% +$1.87M 0.01% 1408
2025
Q1 		$1.64M Buy
22,155
+409
+2% +$30.8K ﹤0.01% 1887
2024
Q4 		$1.61M Buy
21,746
+400
+2% +$30.9K ﹤0.01% 1807
2024
Q3 		$1.64M Sell
21,346
-1,221
-5% -$89.9K ﹤0.01% 1768
2024
Q2 		$1.59M Buy
22,567
+1,351
+6% +$95.6K ﹤0.01% 1749
2024
Q1 		$1.54M Buy
21,216
+12,718
+150% +$868K ﹤0.01% 1747
2023
Q4 		$575K Buy
8,498
+363
+4% +$22.6K ﹤0.01% 1415
2023
Q3 		$493K Buy
8,135
+325
+4% +$20.8K ﹤0.01% 1423
2023
Q2 		$498K Sell
7,810
-643
-8% -$39.4K ﹤0.01% 1452
2023
Q1 		$523K Buy
8,453
+234
+3% +$15K ﹤0.01% 1399
2022
Q4 		$510K Sell
8,219
-564
-6% -$34.8K ﹤0.01% 1364
2022
Q3 		$491K Sell
8,783
-81
-0.9% -$5.03K 0.01% 992
2022
Q2 		$526K Buy
8,864
+451
+5% +$29.3K 0.01% 1074
2022
Q1 		$580K Sell
8,413
-473
-5% -$31.9K 0.01% 1073
2021
Q4 		$607K Buy
8,886
+1
+0% +$67 0.01% 1072
2021
Q3 		$562K Buy
8,885
+1
+0% +$64 0.01% 1071
2021
Q2 		$571K Sell
8,884
-104
-1% -$6.7K 0.01% 1049
2021
Q1 		$552K Sell
8,988
-846
-9% -$48.6K 0.01% 921
2020
Q4 		$513K Buy
9,834
+1,017
+12% +$49.7K 0.01% 945
2020
Q3 		$385K Buy
8,817
+2,229
+34% +$98.4K 0.03% 437
2020
Q2 		$277K Buy
+6,588
New +$264K 0.03% 493

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

Cetera Investment Advisers's IMCV Position: Q2 2026 in Review

Cetera Investment Advisers increased its iShares Morningstar Mid-Cap Value ETF (IMCV) stake by 12% in Q2 2026, buying an estimated $1.17M and bringing the position to 122,941 shares worth $11.2M. The position accounts for 0.01% of the portfolio, ranked #1091.

Cetera Investment Advisers first reported a position in IMCV in Q2 2020 and has held it in 25 quarters since. 169 funds tracked by Wall St. Rank hold IMCV as of Q2 2026.

  • Cetera Investment Advisers held 122,941 shares of iShares Morningstar Mid-Cap Value ETF worth $11.2M as of Q2 2026.
  • Cetera Investment Advisers bought 13,126 iShares Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $1.17M.
  • iShares Morningstar Mid-Cap Value ETF made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1091 holding.
  • Cetera Investment Advisers first reported a position in iShares Morningstar Mid-Cap Value ETF in Q2 2020 and has held it in 25 quarters since.
  • 169 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.