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Cornerstone Planning Group’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Cornerstone Planning 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 		$1.33K Hold
15
– – ﹤0.01% 1382
2025
Q4 		$1.28K Hold
15
– – ﹤0.01% 1294
2025
Q3 		$1.19K Hold
15
– – ﹤0.01% 1266
2025
Q2 		$1.16K Buy
+15
New +$1.09K ﹤0.01% 1080

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

Cornerstone Planning Group's IMCV Position: Q1 2026 in Review

Cornerstone Planning Group held its iShares Morningstar Mid-Cap Value ETF (IMCV) position steady in Q1 2026 at 15 shares worth $1.33K. The position accounts for ﹤0.01% of the portfolio, ranked #1382.

Cornerstone Planning Group first reported a position in IMCV in Q2 2025 and has held it in 4 quarters since. 172 funds tracked by Wall St. Rank hold IMCV as of Q1 2026.

  • Cornerstone Planning Group held 15 shares of iShares Morningstar Mid-Cap Value ETF worth $1.33K as of Q1 2026.
  • Cornerstone Planning Group left its iShares Morningstar Mid-Cap Value ETF share count unchanged in Q1 2026.
  • iShares Morningstar Mid-Cap Value ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #1382 holding.
  • Cornerstone Planning Group first reported a position in iShares Morningstar Mid-Cap Value ETF in Q2 2025 and has held it in 4 quarters since.
  • 172 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.