GGM Financials’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

GGM Financials’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 Q3	$46.9K	Buy	511 +3	+0.6%	+$287	0.02%	174
2026 Q2	$46.4K	Buy	508 +2	+0.4%	+$178	0.02%	167
2026 Q1	$42.9K	Buy	506 +2	+0.4%	+$172	0.02%	143
2025 Q4	$41.5K	Buy	504 +3	+0.6%	+$242	0.02%	133
2025 Q3	$40.2K	Buy	+501	New	+$39.4K	0.02%	131

Other funds holding IMCV

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Black Diamond Financial Towson, Maryland $1.18B AUM 15.24% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return

Steele Capital Management Dubuque, Iowa $2.7B AUM 13.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Granville Capital Greensboro, North Carolina $254M AUM 16.36% 1-Year Est. Return

Marietta Wealth Management Marietta, Georgia $945M AUM 19.14% 1-Year Est. Return

GGM Financials's IMCV Position: Q3 2026 in Review

GGM Financials increased its iShares Morningstar Mid-Cap Value ETF (IMCV) stake by 0.59% in Q3 2026, buying an estimated $287 and bringing the position to 511 shares worth $46.9K. The position accounts for 0.02% of the portfolio, ranked #174.

GGM Financials first reported a position in IMCV in Q3 2025 and has held it in 5 quarters since. 114 funds tracked by Wall St. Rank hold IMCV as of Q3 2026.

GGM Financials held 511 shares of iShares Morningstar Mid-Cap Value ETF worth $46.9K as of Q3 2026.
GGM Financials bought 3 iShares Morningstar Mid-Cap Value ETF shares in Q3 2026, an estimated $287.
iShares Morningstar Mid-Cap Value ETF made up 0.02% of GGM Financials's portfolio in Q3 2026, its #174 holding.
GGM Financials first reported a position in iShares Morningstar Mid-Cap Value ETF in Q3 2025 and has held it in 5 quarters since.
114 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q3 2026.

Based on GGM Financials's 13F filing for Q3 2026, filed 5 Nov 2026.