First Horizon Advisors’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

First Horizon 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
2025 Q2	$16.5K	Buy	+217	New	+$15.8K	﹤0.01%	1496

Other funds holding IMCV

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

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

First Horizon Advisors's IMCV Position: Q2 2025 in Review

First Horizon Advisors opened a new position in iShares Morningstar Mid-Cap Value ETF (IMCV) in Q2 2025: 217 shares worth $16.5K. The stake represents ﹤0.01% of the portfolio and ranks #1496 among its holdings.

156 funds tracked by Wall St. Rank hold IMCV as of Q2 2025.

First Horizon Advisors held 217 shares of iShares Morningstar Mid-Cap Value ETF worth $16.5K as of Q2 2025.
iShares Morningstar Mid-Cap Value ETF was a new First Horizon Advisors position in Q2 2025.
iShares Morningstar Mid-Cap Value ETF made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #1496 holding.
156 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.