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Diversify Advisory Services’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Diversify Advisory Services’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 		– Sell
-20,351
Closed -$1.74M – 533
2025
Q4 		$1.74M Buy
20,351
+730
+4% +$59K 0.06% 250
2025
Q3 		$1.56M Buy
19,621
+2,845
+17% +$224K 0.05% 265
2025
Q2 		$1.31M Buy
16,776
+1,532
+10% +$111K 0.05% 270
2025
Q1 		$1.09M Buy
15,244
+1,062
+7% +$79.9K 0.07% 199
2024
Q4 		$1.04M Sell
14,182
-3,027
-18% -$234K 0.06% 224
2024
Q3 		$1.33M Sell
17,209
-5,826
-25% -$429K 0.07% 214
2024
Q2 		$1.61M Buy
23,035
+779
+4% +$55.1K 0.09% 181
2024
Q1 		$1.6M Buy
+22,256
New +$1.52M 0.09% 177

Other funds holding IMCV

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
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
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return