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 Q2	$14.4K	Buy	157 +1	+0.6%	+$89	﹤0.01%	1426
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

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

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 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

Creative Financial Designs's IMCV Position: Q2 2026 in Review

Creative Financial Designs increased its iShares Morningstar Mid-Cap Value ETF (IMCV) stake by 0.64% in Q2 2026, buying an estimated $89 and bringing the position to 157 shares worth $14.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1426.

Creative Financial Designs first reported a position in IMCV in Q4 2023 and has held it in 9 quarters since. 170 funds tracked by Wall St. Rank hold IMCV as of Q2 2026.

Creative Financial Designs held 157 shares of iShares Morningstar Mid-Cap Value ETF worth $14.4K as of Q2 2026.
Creative Financial Designs bought 1 iShares Morningstar Mid-Cap Value ETF share in Q2 2026, an estimated $89.
iShares Morningstar Mid-Cap Value ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1426 holding.
Creative Financial Designs first reported a position in iShares Morningstar Mid-Cap Value ETF in Q4 2023 and has held it in 9 quarters since.
170 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.