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IMCV icon

Gleason Group’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Gleason Group’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 		– Sell
-92
Closed -$7.84K – 444
2026
Q1 		$7.84K Sell
92
-177
-66% -$15.2K ﹤0.01% 184
2025
Q4 		$22.2K Buy
269
+2
+0.7% +$162 ﹤0.01% 152
2025
Q3 		$21.5K Buy
267
+1
+0.4% +$79 ﹤0.01% 143
2025
Q2 		$20.2K Buy
266
+2
+0.8% +$145 ﹤0.01% 145
2025
Q1 		$19.6K Buy
264
+1
+0.4% +$75 ﹤0.01% 144
2024
Q4 		$19.5K Buy
263
+2
+0.8% +$155 ﹤0.01% 146
2024
Q3 		$20K Buy
261
+2
+0.8% +$147 ﹤0.01% 143
2024
Q2 		$18.2K Buy
259
+1
+0.4% +$71 ﹤0.01% 168
2024
Q1 		$18.7K Buy
258
+1
+0.4% +$68 ﹤0.01% 148
2023
Q4 		$17.4K Buy
257
+4
+2% +$249 ﹤0.01% 154
2023
Q3 		$15.3K Hold
253
– – ﹤0.01% 167
2023
Q2 		$16.1K Buy
253
+1
+0.4% +$61 ﹤0.01% 163
2023
Q1 		$15.6K Buy
252
+2
+0.8% +$128 ﹤0.01% 158
2022
Q4 		$15.5K Buy
250
+2
+0.8% +$123 ﹤0.01% 154
2022
Q3 		$14K Buy
248
+2
+0.8% +$124 ﹤0.01% 163
2022
Q2 		$15K Buy
246
+1
+0.4% +$65 0.01% 156
2022
Q1 		$17K Buy
245
+1
+0.4% +$67 0.01% 158
2021
Q4 		$17K Buy
244
+1
+0.4% +$67 0.01% 147
2021
Q3 		$15K Buy
243
+2
+0.8% +$128 0.01% 153
2021
Q2 		$16K Buy
241
+1
+0.4% +$64 0.01% 149
2021
Q1 		$15K Buy
240
+3
+1% +$172 0.01% 139
2020
Q4 		$12K Hold
237
– – 0.01% 141
2020
Q3 		$10K Buy
237
+3
+1% +$132 0.01% 137
2020
Q2 		$10K Hold
234
– – 0.01% 141
2020
Q1 		$8K Buy
234
+3
+1% +$148 0.01% 143
2019
Q4 		$13K Buy
+231
New +$12.6K 0.01% 147

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
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
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
FA
Flagstar Advisors New York $331M AUM 40.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LG
LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Gleason Group's IMCV Position: Q2 2026 in Review

Gleason Group sold out of iShares Morningstar Mid-Cap Value ETF (IMCV) in Q2 2026, closing a stake of 92 shares — an estimated $7.84K sold.

Gleason Group first reported a position in IMCV in Q4 2019 and held it in 26 quarters. The position peaked at $22.2K in Q4 2025. 17 funds tracked by Wall St. Rank hold IMCV as of Q2 2026.

  • Gleason Group reported no remaining iShares Morningstar Mid-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Gleason Group sold 92 iShares Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $7.84K.
  • Gleason Group first reported a position in iShares Morningstar Mid-Cap Value ETF in Q4 2019 and held it in 26 quarters.
  • Gleason Group's iShares Morningstar Mid-Cap Value ETF position peaked at $22.2K in Q4 2025.
  • 17 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Gleason Group's 13F filing for Q2 2026, filed 13 Jul 2026.