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 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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cornerstone Planning Group's IMCV Position: Q2 2026 in Review

Cornerstone Planning Group held its iShares Morningstar Mid-Cap Value ETF (IMCV) position steady in Q2 2026 at 15 shares worth $1.41K. The position accounts for ﹤0.01% of the portfolio, ranked #1406.

Cornerstone Planning Group first reported a position in IMCV in Q2 2025 and has held it in 5 quarters since. 169 funds tracked by Wall St. Rank hold IMCV as of Q2 2026.

Cornerstone Planning Group held 15 shares of iShares Morningstar Mid-Cap Value ETF worth $1.41K as of Q2 2026.
Cornerstone Planning Group left its iShares Morningstar Mid-Cap Value ETF share count unchanged in Q2 2026.
iShares Morningstar Mid-Cap Value ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1406 holding.
Cornerstone Planning Group first reported a position in iShares Morningstar Mid-Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
169 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.