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

First Manhattan’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 Q1	$631K	Hold	7,438	–	–	﹤0.01%	519
2025 Q4	$612K	Hold	7,438	–	–	﹤0.01%	518
2025 Q3	$598K	Hold	7,438	–	–	﹤0.01%	509
2025 Q2	$565K	Hold	7,438	–	–	﹤0.01%	506
2025 Q1	$552K	Hold	7,438	–	–	﹤0.01%	478
2024 Q4	$552K	Hold	7,438	–	–	﹤0.01%	484
2024 Q3	$570K	Hold	7,438	–	–	﹤0.01%	463
2024 Q2	$522K	Buy	7,438 +19	+0.3%	+$1.34K	﹤0.01%	465
2024 Q1	$540K	Hold	7,419	–	–	﹤0.01%	470
2023 Q4	$504K	Sell	7,419 -161	-2%	-$10K	﹤0.01%	474
2023 Q3	$459K	Sell	7,580 -1	-0%	-$64	﹤0.01%	498
2023 Q2	$483K	Buy	7,581 +1	+0%	+$61	﹤0.01%	490
2023 Q1	$469K	Buy	7,580 +7,571	+84,122%	+$485K	﹤0.01%	522
2022 Q4	$558	Hold	9	–	–	﹤0.01%	1604
2022 Q3	$0	Hold	9	–	–	﹤0.01%	1586
2022 Q2	$0	Hold	9	–	–	﹤0.01%	1610
2022 Q1	$0	Hold	9	–	–	﹤0.01%	1641
2021 Q4	$0	Buy	+9	New	+$599	﹤0.01%	1614

Other funds holding IMCV

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

First Manhattan's IMCV Position: Q1 2026 in Review

First Manhattan held its iShares Morningstar Mid-Cap Value ETF (IMCV) position steady in Q1 2026 at 7,438 shares worth $631K. The position accounts for ﹤0.01% of the portfolio, ranked #519.

First Manhattan first reported a position in IMCV in Q4 2021 and has held it in 18 quarters since. 172 funds tracked by Wall St. Rank hold IMCV as of Q1 2026.

First Manhattan held 7,438 shares of iShares Morningstar Mid-Cap Value ETF worth $631K as of Q1 2026.
First Manhattan left its iShares Morningstar Mid-Cap Value ETF share count unchanged in Q1 2026.
iShares Morningstar Mid-Cap Value ETF made up ﹤0.01% of First Manhattan's portfolio in Q1 2026, its #519 holding.
First Manhattan first reported a position in iShares Morningstar Mid-Cap Value ETF in Q4 2021 and has held it in 18 quarters since.
172 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q1 2026.

Based on First Manhattan's 13F filing for Q1 2026, filed 15 May 2026.