FFA
IMCV icon

Farther Finance Advisors’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Farther Finance Advisors’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 		$396K Sell
4,316
-606
-12% -$57.9K ﹤0.01% 1781
2026
Q2 		$450K Buy
4,922
+3,338
+211% +$297K ﹤0.01% 1636
2026
Q1 		$135K Buy
1,584
+886
+127% +$76.2K ﹤0.01% 2295
2025
Q4 		$57.5K Buy
698
+586
+523% +$47.3K ﹤0.01% 2721
2025
Q3 		$9K Buy
+112
New +$8.8K ﹤0.01% 3487

Other funds holding IMCV

MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return
LC
Lawood & Co Williamsport, Pennsylvania $145M AUM 29.71% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
GFA
Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return

Farther Finance Advisors's IMCV Position: Q3 2026 in Review

Farther Finance Advisors reduced its iShares Morningstar Mid-Cap Value ETF (IMCV) stake by 12% in Q3 2026, selling an estimated $57.9K and leaving 4,316 shares worth $396K. The position accounts for ﹤0.01% of the portfolio, ranked #1781.

Farther Finance Advisors first reported a position in IMCV in Q3 2025 and has held it in 5 quarters since. The position peaked at $450K in Q2 2026. 5 funds tracked by Wall St. Rank hold IMCV as of Q3 2026.

  • Farther Finance Advisors held 4,316 shares of iShares Morningstar Mid-Cap Value ETF worth $396K as of Q3 2026.
  • Farther Finance Advisors sold 606 iShares Morningstar Mid-Cap Value ETF shares in Q3 2026, an estimated $57.9K.
  • iShares Morningstar Mid-Cap Value ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1781 holding.
  • Farther Finance Advisors first reported a position in iShares Morningstar Mid-Cap Value ETF in Q3 2025 and has held it in 5 quarters since.
  • Farther Finance Advisors's iShares Morningstar Mid-Cap Value ETF position peaked at $450K in Q2 2026.
  • 5 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.