Evergreen Wealth Solutions’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Evergreen Wealth 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	$210K	Buy	+2,138	New	+$190K	0.01%	490

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

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

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

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

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 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

BDF

Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Evergreen Wealth Solutions's IMCV Position: Q2 2026 in Review

Evergreen Wealth Solutions opened a new position in iShares Morningstar Mid-Cap Value ETF (IMCV) in Q2 2026: 2,138 shares worth $210K. The stake represents 0.01% of the portfolio and ranks #490 among its holdings.

168 funds tracked by Wall St. Rank hold IMCV as of Q2 2026.

Evergreen Wealth Solutions held 2,138 shares of iShares Morningstar Mid-Cap Value ETF worth $210K as of Q2 2026.
iShares Morningstar Mid-Cap Value ETF was a new Evergreen Wealth Solutions position in Q2 2026.
iShares Morningstar Mid-Cap Value ETF made up 0.01% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #490 holding.
168 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.