Global Retirement Partners’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Global Retirement Partners’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	$175K	Buy	+1,916	New	+$171K	﹤0.01%	1665
2025 Q4	$179K	Sell	2,168 -25	-1%	-$2.02K	﹤0.01%	1537
2025 Q3	$176K	Sell	2,193 -93	-4%	-$7.31K	﹤0.01%	1241
2025 Q2	$174K	Buy	+2,286	New	+$166K	﹤0.01%	1163
2024 Q4	$4.01K	Hold	54	–	–	﹤0.01%	2783
2024 Q3	$4.14K	Hold	54	–	–	﹤0.01%	2653
2024 Q2	$3.79K	Hold	54	–	–	﹤0.01%	2729
2024 Q1	$3.92K	Hold	54	–	–	﹤0.01%	2495
2023 Q4	$3.58K	Hold	54	–	–	﹤0.01%	2457
2023 Q3	$3.2K	Hold	54	–	–	﹤0.01%	2349
2023 Q2	$3.44K	Hold	54	–	–	﹤0.01%	2343
2023 Q1	$3.27K	Hold	54	–	–	﹤0.01%	2319
2022 Q4	$3.35K	Hold	54	–	–	﹤0.01%	2164
2022 Q3	$3K	Hold	54	–	–	﹤0.01%	2108
2022 Q2	$3K	Hold	54	–	–	﹤0.01%	2069
2022 Q1	$3K	Buy	+54	New	+$3.64K	﹤0.01%	2068
2021 Q4	–	Sell	-18	Closed	-$1K	–	986
2021 Q3	$1K	Hold	18	–	–	﹤0.01%	1895
2021 Q2	$1K	Sell	18 -36	-67%	-$2.32K	﹤0.01%	1803
2021 Q1	$3K	Hold	54	–	–	﹤0.01%	1585
2020 Q4	$3K	Hold	54	–	–	﹤0.01%	1536
2020 Q3	$2K	Hold	54	–	–	﹤0.01%	1485
2020 Q2	$2K	Hold	54	–	–	﹤0.01%	1459
2020 Q1	$2K	Hold	54	–	–	﹤0.01%	1412
2019 Q4	$3K	Hold	54	–	–	﹤0.01%	1417
2019 Q3	$3K	Hold	54	–	–	﹤0.01%	1391
2019 Q2	$3K	Hold	54	–	–	﹤0.01%	1382
2019 Q1	$3K	Hold	54	–	–	﹤0.01%	1347
2018 Q4	$2K	Buy	+54	New	+$2.74K	﹤0.01%	1336

Other funds holding IMCV

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Global Retirement Partners's IMCV Position: Q2 2026 in Review

Global Retirement Partners opened a new position in iShares Morningstar Mid-Cap Value ETF (IMCV) in Q2 2026: 1,916 shares worth $175K. The stake represents ﹤0.01% of the portfolio and ranks #1665 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in IMCV as recently as Q4 2025.

Global Retirement Partners first reported a position in IMCV in Q4 2018 and has held it in 28 quarters since. The position peaked at $179K in Q4 2025. 169 funds tracked by Wall St. Rank hold IMCV as of Q2 2026.

Global Retirement Partners held 1,916 shares of iShares Morningstar Mid-Cap Value ETF worth $175K as of Q2 2026.
iShares Morningstar Mid-Cap Value ETF was a new Global Retirement Partners position in Q2 2026.
iShares Morningstar Mid-Cap Value ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1665 holding.
Global Retirement Partners first reported a position in iShares Morningstar Mid-Cap Value ETF in Q4 2018 and has held it in 28 quarters since.
Global Retirement Partners's iShares Morningstar Mid-Cap Value ETF position peaked at $179K in Q4 2025.
169 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.