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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
Q1 		$148K Buy
+1,751
New +$151K 0.05% 218

Other funds holding IMCV

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Glass Jacobson Investment Advisors's IMCV Position: Q1 2026 in Review

Glass Jacobson Investment Advisors opened a new position in iShares Morningstar Mid-Cap Value ETF (IMCV) in Q1 2026: 1,751 shares worth $148K. The stake represents 0.05% of the portfolio and ranks #218 among its holdings.

172 funds tracked by Wall St. Rank hold IMCV as of Q1 2026.

  • Glass Jacobson Investment Advisors held 1,751 shares of iShares Morningstar Mid-Cap Value ETF worth $148K as of Q1 2026.
  • iShares Morningstar Mid-Cap Value ETF was a new Glass Jacobson Investment Advisors position in Q1 2026.
  • iShares Morningstar Mid-Cap Value ETF made up 0.05% of Glass Jacobson Investment Advisors's portfolio in Q1 2026, its #218 holding.
  • 172 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q1 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.