Creative Financial Designs’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Creative Financial Designs’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	$13.3K	Hold	156	–	–	﹤0.01%	1324
2025 Q4	$12.8K	Buy	156 +1	+0.6%	+$81	﹤0.01%	1295
2025 Q3	$12.4K	Buy	155 +1	+0.6%	+$79	﹤0.01%	1302
2025 Q2	$11.7K	Buy	154 +1	+0.7%	+$73	﹤0.01%	1296
2025 Q1	$11.4K	Buy	153 +1	+0.7%	+$75	﹤0.01%	1259
2024 Q4	$11.3K	Buy	152 +1	+0.7%	+$77	﹤0.01%	1204
2024 Q3	$11.6K	Buy	+151	New	+$11.1K	﹤0.01%	1162
2024 Q1	–	Sell	-173	Closed	-$11.7K	–	1694
2023 Q4	$11.7K	Buy	+173	New	+$10.8K	﹤0.01%	1040

Other funds holding IMCV

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Creative Financial Designs's IMCV Position: Q1 2026 in Review

Creative Financial Designs held its iShares Morningstar Mid-Cap Value ETF (IMCV) position steady in Q1 2026 at 156 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1324.

Creative Financial Designs first reported a position in IMCV in Q4 2023 and has held it in 8 quarters since. 172 funds tracked by Wall St. Rank hold IMCV as of Q1 2026.

Creative Financial Designs held 156 shares of iShares Morningstar Mid-Cap Value ETF worth $13.3K as of Q1 2026.
Creative Financial Designs 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 Creative Financial Designs's portfolio in Q1 2026, its #1324 holding.
Creative Financial Designs first reported a position in iShares Morningstar Mid-Cap Value ETF in Q4 2023 and has held it in 8 quarters since.
172 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.