Elevation Wealth Partners’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Elevation Wealth Partners’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	–	Sell	-255	Closed	-$20.5K	–	988
2025 Q3	$20.5K	Buy	255 +1	+0.4%	+$79	0.01%	324
2025 Q2	$19.3K	Buy	254 +2	+0.8%	+$145	0.01%	322
2025 Q1	$18.7K	Buy	252 +1	+0.4%	+$75	0.01%	316
2024 Q4	$18.6K	Buy	+251	New	+$19.4K	0.01%	316

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

OWM

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Elevation Wealth Partners's IMCV Position: Q4 2025 in Review

Elevation Wealth Partners sold out of iShares Morningstar Mid-Cap Value ETF (IMCV) in Q4 2025, closing a stake of 255 shares — an estimated $20.5K sold.

Elevation Wealth Partners first reported a position in IMCV in Q4 2024 and held it in 4 quarters. The position peaked at $20.5K in Q3 2025. 164 funds tracked by Wall St. Rank hold IMCV as of Q4 2025.

Elevation Wealth Partners reported no remaining iShares Morningstar Mid-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
Elevation Wealth Partners sold 255 iShares Morningstar Mid-Cap Value ETF shares in Q4 2025, an estimated $20.5K.
Elevation Wealth Partners first reported a position in iShares Morningstar Mid-Cap Value ETF in Q4 2024 and held it in 4 quarters.
Elevation Wealth Partners's iShares Morningstar Mid-Cap Value ETF position peaked at $20.5K in Q3 2025.
164 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q4 2025.

Based on Elevation Wealth Partners's 13F filing for Q4 2025, filed 9 Jan 2026.