Atomic Invest LLC’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Atomic Invest LLC’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
2025 Q4	$9.63K	Buy	+116	New	+$9.37K	0.01%	212

Other funds holding IMCV

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Atomic Invest LLC's IMCV Position: Q4 2025 in Review

Atomic Invest LLC opened a new position in iShares Morningstar Mid-Cap Value ETF (IMCV) in Q4 2025: 116 shares worth $9.63K. The stake represents 0.01% of the portfolio and ranks #212 among its holdings.

165 funds tracked by Wall St. Rank hold IMCV as of Q4 2025.

Atomic Invest LLC held 116 shares of iShares Morningstar Mid-Cap Value ETF worth $9.63K as of Q4 2025.
iShares Morningstar Mid-Cap Value ETF was a new Atomic Invest LLC position in Q4 2025.
iShares Morningstar Mid-Cap Value ETF made up 0.01% of Atomic Invest LLC's portfolio in Q4 2025, its #212 holding.
165 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q4 2025.

Based on Atomic Invest LLC's 13F filing for Q4 2025, filed 18 Sep 2026.