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

FAS 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
Q2 		– Sell
-81
Closed -$6.04K – 463
2025
Q1 		$6.04K Buy
+81
New +$6.1K ﹤0.01% 403

Other funds holding IMCV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return

FAS Wealth Partners's IMCV Position: Q2 2025 in Review

FAS Wealth Partners sold out of iShares Morningstar Mid-Cap Value ETF (IMCV) in Q2 2025, closing a stake of 81 shares — an estimated $6.04K sold.

FAS Wealth Partners first reported a position in IMCV in Q1 2025 and held it in 1 quarter. The position peaked at $6.04K in Q1 2025. 156 funds tracked by Wall St. Rank hold IMCV as of Q2 2025.

  • FAS Wealth Partners reported no remaining iShares Morningstar Mid-Cap Value ETF position as of Q2 2025 after selling out during the quarter.
  • FAS Wealth Partners sold 81 iShares Morningstar Mid-Cap Value ETF shares in Q2 2025, an estimated $6.04K.
  • FAS Wealth Partners first reported a position in iShares Morningstar Mid-Cap Value ETF in Q1 2025 and held it in 1 quarter.
  • FAS Wealth Partners's iShares Morningstar Mid-Cap Value ETF position peaked at $6.04K in Q1 2025.
  • 156 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q2 2025.

Based on FAS Wealth Partners's 13F filing for Q2 2025, filed 14 Aug 2025.