Diversify Wealth Management
IMCV icon

Diversify Wealth Management’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Diversify Wealth Management’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 		$2.28M Buy
23,905
+1,392
+6% +$124K 0.04% 365
2026
Q1 		$1.99M Buy
+22,513
New +$1.94M 0.04% 385

Other funds holding IMCV

Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Diversify Wealth Management's IMCV Position: Q2 2026 in Review

Diversify Wealth Management increased its iShares Morningstar Mid-Cap Value ETF (IMCV) stake by 6.2% in Q2 2026, buying an estimated $124K and bringing the position to 23,905 shares worth $2.28M. The position accounts for 0.04% of the portfolio, ranked #365.

Diversify Wealth Management first reported a position in IMCV in Q1 2026 and has held it in 2 quarters since. 170 funds tracked by Wall St. Rank hold IMCV as of Q2 2026.

  • Diversify Wealth Management held 23,905 shares of iShares Morningstar Mid-Cap Value ETF worth $2.28M as of Q2 2026.
  • Diversify Wealth Management bought 1,392 iShares Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $124K.
  • iShares Morningstar Mid-Cap Value ETF made up 0.04% of Diversify Wealth Management's portfolio in Q2 2026, its #365 holding.
  • Diversify Wealth Management first reported a position in iShares Morningstar Mid-Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 170 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.