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GK Wealth Management’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

GK Wealth Management’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 		$75.7K Buy
+825
New +$78.8K 0.04% 356

Other funds holding IMCV

MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
LC
Lawood & Co Williamsport, Pennsylvania $145M AUM 29.71% 1-Year Est. Return
GFA
Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return

GK Wealth Management's IMCV Position: Q3 2026 in Review

GK Wealth Management opened a new position in iShares Morningstar Mid-Cap Value ETF (IMCV) in Q3 2026: 825 shares worth $75.7K. The stake represents 0.04% of the portfolio and ranks #356 among its holdings.

5 funds tracked by Wall St. Rank hold IMCV as of Q3 2026.

  • GK Wealth Management held 825 shares of iShares Morningstar Mid-Cap Value ETF worth $75.7K as of Q3 2026.
  • iShares Morningstar Mid-Cap Value ETF was a new GK Wealth Management position in Q3 2026.
  • iShares Morningstar Mid-Cap Value ETF made up 0.04% of GK Wealth Management's portfolio in Q3 2026, its #356 holding.
  • 5 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q3 2026.

Based on GK Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.