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

Founders Grove 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
2026
Q2 		$201K Buy
+2,196
New +$195K 0.04% 183

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
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 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
CWMK
Caliber Wealth Management (Kansas) Overland Park, Kansas $1.04B AUM 25.31% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return

Founders Grove Wealth Partners's IMCV Position: Q2 2026 in Review

Founders Grove Wealth Partners opened a new position in iShares Morningstar Mid-Cap Value ETF (IMCV) in Q2 2026: 2,196 shares worth $201K. The stake represents 0.04% of the portfolio and ranks #183 among its holdings.

32 funds tracked by Wall St. Rank hold IMCV as of Q2 2026.

  • Founders Grove Wealth Partners held 2,196 shares of iShares Morningstar Mid-Cap Value ETF worth $201K as of Q2 2026.
  • iShares Morningstar Mid-Cap Value ETF was a new Founders Grove Wealth Partners position in Q2 2026.
  • iShares Morningstar Mid-Cap Value ETF made up 0.04% of Founders Grove Wealth Partners's portfolio in Q2 2026, its #183 holding.
  • 32 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Founders Grove Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.