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 Q1	$1.99M	Buy	+22,513	New	+$1.94M	0.04%	385

Other funds holding IMCV

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Diversify Wealth Management's IMCV Position: Q1 2026 in Review

Diversify Wealth Management opened a new position in iShares Morningstar Mid-Cap Value ETF (IMCV) in Q1 2026: 22,513 shares worth $1.99M. The stake represents 0.04% of the portfolio and ranks #385 among its holdings.

172 funds tracked by Wall St. Rank hold IMCV as of Q1 2026.

Diversify Wealth Management held 22,513 shares of iShares Morningstar Mid-Cap Value ETF worth $1.99M as of Q1 2026.
iShares Morningstar Mid-Cap Value ETF was a new Diversify Wealth Management position in Q1 2026.
iShares Morningstar Mid-Cap Value ETF made up 0.04% of Diversify Wealth Management's portfolio in Q1 2026, its #385 holding.
172 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.