Guardian Wealth Advisors (North Carolina)’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$69.9K	Buy	+825	New	+$71K	﹤0.01%	421
2025 Q3	–	Sell	-1,208	Closed	-$91.8K	–	448
2025 Q2	$91.8K	Sell	1,208 -201	-14%	-$14.6K	0.01%	373
2025 Q1	$105K	Buy	1,409 +2	+0.1%	+$151	0.01%	345
2024 Q4	$104K	Sell	1,407 -603	-30%	-$46.6K	0.01%	335
2024 Q3	$154K	Sell	2,010 -49	-2%	-$3.61K	0.02%	274
2024 Q2	$145K	Sell	2,059 -527	-20%	-$37.3K	0.02%	264
2024 Q1	$188K	Sell	2,586 -2,659	-51%	-$181K	0.02%	270
2023 Q4	$355K	Sell	5,245 -138	-3%	-$8.59K	0.05%	175
2023 Q3	$328K	Buy	5,383 +1,360	+34%	+$86.9K	0.06%	174
2023 Q2	$256K	Buy	4,023 +879	+28%	+$53.9K	0.04%	186
2023 Q1	$195K	Buy	3,144 +1,065	+51%	+$68.2K	0.03%	215
2022 Q4	$129K	Buy	+2,079	New	+$128K	0.02%	216

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

Guardian Wealth Advisors (North Carolina)'s IMCV Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) opened a new position in iShares Morningstar Mid-Cap Value ETF (IMCV) in Q1 2026: 825 shares worth $69.9K. The stake represents ﹤0.01% of the portfolio and ranks #421 among its holdings. This is a return to the name: Guardian Wealth Advisors (North Carolina) previously reported a position in IMCV as recently as Q2 2025.

Guardian Wealth Advisors (North Carolina) first reported a position in IMCV in Q4 2022 and has held it in 12 quarters since. The position peaked at $355K in Q4 2023. 172 funds tracked by Wall St. Rank hold IMCV as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 825 shares of iShares Morningstar Mid-Cap Value ETF worth $69.9K as of Q1 2026.
iShares Morningstar Mid-Cap Value ETF was a new Guardian Wealth Advisors (North Carolina) position in Q1 2026.
iShares Morningstar Mid-Cap Value ETF made up ﹤0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #421 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in iShares Morningstar Mid-Cap Value ETF in Q4 2022 and has held it in 12 quarters since.
Guardian Wealth Advisors (North Carolina)'s iShares Morningstar Mid-Cap Value ETF position peaked at $355K in Q4 2023.
172 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.