Goldman Sachs’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Goldman Sachs’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	$667K	Sell	7,866 -8,632	-52%	-$743K	﹤0.01%	5390
2025 Q4	$1.36M	Sell	16,498 -1,957	-11%	-$158K	﹤0.01%	4896
2025 Q3	$1.48M	Buy	+18,455	New	+$1.45M	﹤0.01%	4733
2024 Q4	–	Sell	-21,634	Closed	-$1.66M	–	6147
2024 Q3	$1.66M	Buy	21,634 +10,854	+101%	+$799K	﹤0.01%	4311
2024 Q2	$757K	Sell	10,780 -10,369	-49%	-$733K	﹤0.01%	4587
2024 Q1	$1.53M	Buy	+21,149	New	+$1.44M	﹤0.01%	4055
2022 Q1	–	Sell	-11,098	Closed	-$758K	–	6718
2021 Q4	$758K	Buy	+11,098	New	+$738K	﹤0.01%	5073
2018 Q1	–	Sell	-5,628	Closed	-$299K	–	6130
2017 Q4	$299K	Sell	5,628 -9,666	-63%	-$498K	﹤0.01%	5178
2017 Q3	$770K	Sell	15,294 -2,202	-13%	-$109K	﹤0.01%	4796
2017 Q2	$863K	Buy	+17,496	New	+$859K	﹤0.01%	4599

Other funds holding IMCV

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Goldman Sachs's IMCV Position: Q1 2026 in Review

Goldman Sachs reduced its iShares Morningstar Mid-Cap Value ETF (IMCV) stake by 52% in Q1 2026, selling an estimated $743K and leaving 7,866 shares worth $667K. The position accounts for ﹤0.01% of the portfolio, ranked #5390.

Goldman Sachs first reported a position in IMCV in Q2 2017 and has held it in 10 quarters since. The position peaked at $1.66M in Q3 2024. 172 funds tracked by Wall St. Rank hold IMCV as of Q1 2026.

Goldman Sachs held 7,866 shares of iShares Morningstar Mid-Cap Value ETF worth $667K as of Q1 2026.
Goldman Sachs sold 8,632 iShares Morningstar Mid-Cap Value ETF shares in Q1 2026, an estimated $743K.
iShares Morningstar Mid-Cap Value ETF made up ﹤0.01% of Goldman Sachs's portfolio in Q1 2026, its #5390 holding.
Goldman Sachs first reported a position in iShares Morningstar Mid-Cap Value ETF in Q2 2017 and has held it in 10 quarters since.
Goldman Sachs's iShares Morningstar Mid-Cap Value ETF position peaked at $1.66M in Q3 2024.
172 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q1 2026.

Based on Goldman Sachs's 13F filing for Q1 2026, filed 15 May 2026.