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 Q3	$2.69M	Buy	29,368 +787	+3%	+$75.2K	0.08%	261
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

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

ASG

Advisory Solutions Group Plymouth, Minnesota $472M AUM

DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return

PIAS

PCA Investment Advisory Services Cincinnati, Ohio $368M AUM 14.36% 1-Year Est. Return

Flagstar Advisors New York $330M AUM 30.46% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Dynamic Advisor Solutions's IMCV Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its iShares Morningstar Mid-Cap Value ETF (IMCV) stake by 2.8% in Q3 2026, buying an estimated $75.2K and bringing the position to 29,368 shares worth $2.69M. The position accounts for 0.08% of the portfolio, ranked #261.

Dynamic Advisor Solutions first reported a position in IMCV in Q2 2025 and has held it in 6 quarters since. 19 funds tracked by Wall St. Rank hold IMCV as of Q3 2026.

Dynamic Advisor Solutions held 29,368 shares of iShares Morningstar Mid-Cap Value ETF worth $2.69M as of Q3 2026.
Dynamic Advisor Solutions bought 787 iShares Morningstar Mid-Cap Value ETF shares in Q3 2026, an estimated $75.2K.
iShares Morningstar Mid-Cap Value ETF made up 0.08% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #261 holding.
Dynamic Advisor Solutions first reported a position in iShares Morningstar Mid-Cap Value ETF in Q2 2025 and has held it in 6 quarters since.
19 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.