Dynamic Advisor Solutions’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Dynamic Advisor Solutions’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	$2.61M	Buy	28,581 +981	+4%	+$87.3K	0.07%	267
2026 Q1	$2.34M	Buy	27,600 +526	+2%	+$45.3K	0.07%	272
2025 Q4	$2.23M	Buy	27,074 +936	+4%	+$75.6K	0.07%	273
2025 Q3	$2.1M	Buy	26,138 +396	+2%	+$31.1K	0.06%	308
2025 Q2	$1.96M	Buy	+25,742	New	+$1.87M	0.06%	313

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

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

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Flagstar Advisors New York $331M AUM 40.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

Dynamic Advisor Solutions's IMCV Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its iShares Morningstar Mid-Cap Value ETF (IMCV) stake by 3.6% in Q2 2026, buying an estimated $87.3K and bringing the position to 28,581 shares worth $2.61M. The position accounts for 0.07% of the portfolio, ranked #267.

Dynamic Advisor Solutions first reported a position in IMCV in Q2 2025 and has held it in 5 quarters since. 17 funds tracked by Wall St. Rank hold IMCV as of Q2 2026.

Dynamic Advisor Solutions held 28,581 shares of iShares Morningstar Mid-Cap Value ETF worth $2.61M as of Q2 2026.
Dynamic Advisor Solutions bought 981 iShares Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $87.3K.
iShares Morningstar Mid-Cap Value ETF made up 0.07% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #267 holding.
Dynamic Advisor Solutions first reported a position in iShares Morningstar Mid-Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
17 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.