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Crews Bank & Trust’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Crews Bank & Trust’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 		$18.7K Hold
205
– – ﹤0.01% 486
2026
Q1 		$17.4K Sell
205
-100
-33% -$8.6K ﹤0.01% 484
2025
Q4 		$25.1K Hold
305
– – ﹤0.01% 439
2025
Q3 		$24.5K Hold
305
– – ﹤0.01% 444
2025
Q2 		$23.2K Hold
305
– – ﹤0.01% 444
2025
Q1 		$22.6K Hold
305
– – ﹤0.01% 436
2024
Q4 		$22.6K Buy
+305
New +$23.6K ﹤0.01% 437

Other funds holding IMCV

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
FA
Flagstar Advisors New York $331M AUM 40.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LG
LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Crews Bank & Trust's IMCV Position: Q2 2026 in Review

Crews Bank & Trust held its iShares Morningstar Mid-Cap Value ETF (IMCV) position steady in Q2 2026 at 205 shares worth $18.7K. The position accounts for ﹤0.01% of the portfolio, ranked #486.

Crews Bank & Trust first reported a position in IMCV in Q4 2024 and has held it in 7 quarters since. The position peaked at $25.1K in Q4 2025. 17 funds tracked by Wall St. Rank hold IMCV as of Q2 2026.

  • Crews Bank & Trust held 205 shares of iShares Morningstar Mid-Cap Value ETF worth $18.7K as of Q2 2026.
  • Crews Bank & Trust 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 Crews Bank & Trust's portfolio in Q2 2026, its #486 holding.
  • Crews Bank & Trust first reported a position in iShares Morningstar Mid-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • Crews Bank & Trust's iShares Morningstar Mid-Cap Value ETF position peaked at $25.1K in Q4 2025.
  • 17 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.