FFA
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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
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

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
FA
Flagstar Advisors New York $331M AUM 40.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LG
LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

Farther Finance Advisors's IMCV Position: Q2 2026 in Review

Farther Finance Advisors increased its iShares Morningstar Mid-Cap Value ETF (IMCV) stake by 211% in Q2 2026, buying an estimated $297K and bringing the position to 4,922 shares worth $450K. The position accounts for ﹤0.01% of the portfolio, ranked #1636.

Farther Finance Advisors first reported a position in IMCV in Q3 2025 and has held it in 4 quarters since. 17 funds tracked by Wall St. Rank hold IMCV as of Q2 2026.

  • Farther Finance Advisors held 4,922 shares of iShares Morningstar Mid-Cap Value ETF worth $450K as of Q2 2026.
  • Farther Finance Advisors bought 3,338 iShares Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $297K.
  • iShares Morningstar Mid-Cap Value ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1636 holding.
  • Farther Finance Advisors first reported a position in iShares Morningstar Mid-Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 17 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.