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

Diversify Advisory Services's IMCV Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in iShares Morningstar Mid-Cap Value ETF (IMCV) in Q2 2026: 23,905 shares worth $2.28M. The stake represents 0.04% of the portfolio and ranks #365 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in IMCV as recently as Q4 2025.

Diversify Advisory Services first reported a position in IMCV in Q1 2024 and has held it in 9 quarters since. 168 funds tracked by Wall St. Rank hold IMCV as of Q2 2026.

• Diversify Advisory Services held 23,905 shares of iShares Morningstar Mid-Cap Value ETF worth $2.28M as of Q2 2026.
• iShares Morningstar Mid-Cap Value ETF was a new Diversify Advisory Services position in Q2 2026.
• iShares Morningstar Mid-Cap Value ETF made up 0.04% of Diversify Advisory Services's portfolio in Q2 2026, its #365 holding.
• Diversify Advisory Services first reported a position in iShares Morningstar Mid-Cap Value ETF in Q1 2024 and has held it in 9 quarters since.
• 168 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.