Cornerstone Planning Group
IMCV icon

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
Q3 		– Sell
-15
Closed -$1.41K – 899
2026
Q2 		$1.41K Hold
15
– – ﹤0.01% 1406
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

Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return
Marietta Wealth Management
Marietta Wealth Management Marietta, Georgia $945M AUM 19.14% 1-Year Est. Return
Rodgers & Associates
Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
ASG
Advisory Solutions Group Plymouth, Minnesota $472M AUM
DI
DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return
Aire Advisors
Aire Advisors Beverly Hills, California $616M AUM 15.62% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Cornerstone Planning Group's IMCV Position: Q3 2026 in Review

Cornerstone Planning Group sold out of iShares Morningstar Mid-Cap Value ETF (IMCV) in Q3 2026, closing a stake of 15 shares — an estimated $1.41K sold.

Cornerstone Planning Group first reported a position in IMCV in Q2 2025 and held it in 5 quarters. The position peaked at $1.41K in Q2 2026. 35 funds tracked by Wall St. Rank hold IMCV as of Q3 2026.

  • Cornerstone Planning Group reported no remaining iShares Morningstar Mid-Cap Value ETF position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 15 iShares Morningstar Mid-Cap Value ETF shares in Q3 2026, an estimated $1.41K.
  • Cornerstone Planning Group first reported a position in iShares Morningstar Mid-Cap Value ETF in Q2 2025 and held it in 5 quarters.
  • Cornerstone Planning Group's iShares Morningstar Mid-Cap Value ETF position peaked at $1.41K in Q2 2026.
  • 35 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.