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Glass Jacobson Investment Advisors’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Glass Jacobson Investment 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 		$238K Buy
2,609
+858
+49% +$76.4K 0.07% 184
2026
Q1 		$148K Buy
+1,751
New +$151K 0.05% 218

Other funds holding IMCV

Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Glass Jacobson Investment Advisors's IMCV Position: Q2 2026 in Review

Glass Jacobson Investment Advisors increased its iShares Morningstar Mid-Cap Value ETF (IMCV) stake by 49% in Q2 2026, buying an estimated $76.4K and bringing the position to 2,609 shares worth $238K. The position accounts for 0.07% of the portfolio, ranked #184.

Glass Jacobson Investment Advisors first reported a position in IMCV in Q1 2026 and has held it in 2 quarters since. 170 funds tracked by Wall St. Rank hold IMCV as of Q2 2026.

  • Glass Jacobson Investment Advisors held 2,609 shares of iShares Morningstar Mid-Cap Value ETF worth $238K as of Q2 2026.
  • Glass Jacobson Investment Advisors bought 858 iShares Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $76.4K.
  • iShares Morningstar Mid-Cap Value ETF made up 0.07% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #184 holding.
  • Glass Jacobson Investment Advisors first reported a position in iShares Morningstar Mid-Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 170 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.