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Gladwyn Financial Advisors’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Gladwyn Financial 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
2026
Q2 		$6.87K Hold
75
– – ﹤0.01% 75
2026
Q1 		$6.35K Buy
75
+2
+3% +$172 ﹤0.01% 79
2025
Q4 		$5.97K Buy
73
+1
+1% +$81 ﹤0.01% 81
2025
Q3 		$5.79K Hold
72
– – ﹤0.01% 79
2025
Q2 		$5.45K Buy
+72
New +$5.24K ﹤0.01% 75

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

Gladwyn Financial Advisors's IMCV Position: Q2 2026 in Review

Gladwyn Financial Advisors held its iShares Morningstar Mid-Cap Value ETF (IMCV) position steady in Q2 2026 at 75 shares worth $6.87K. The position accounts for ﹤0.01% of the portfolio, ranked #75.

Gladwyn Financial Advisors first reported a position in IMCV in Q2 2025 and has held it in 5 quarters since. 40 funds tracked by Wall St. Rank hold IMCV as of Q2 2026.

  • Gladwyn Financial Advisors held 75 shares of iShares Morningstar Mid-Cap Value ETF worth $6.87K as of Q2 2026.
  • Gladwyn Financial Advisors left its iShares Morningstar Mid-Cap Value ETF share count unchanged in Q2 2026.
  • iShares Morningstar Mid-Cap Value ETF made up ﹤0.01% of Gladwyn Financial Advisors's portfolio in Q2 2026, its #75 holding.
  • Gladwyn Financial Advisors first reported a position in iShares Morningstar Mid-Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 40 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Gladwyn Financial Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.