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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
Q2 		– Sell
-825
Closed -$69.9K – 482
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

Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s IMCV Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of iShares Morningstar Mid-Cap Value ETF (IMCV) in Q2 2026, closing a stake of 825 shares — an estimated $69.9K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in IMCV in Q4 2022 and held it in 12 quarters. The position peaked at $355K in Q4 2023. 170 funds tracked by Wall St. Rank hold IMCV as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) reported no remaining iShares Morningstar Mid-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 825 iShares Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $69.9K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in iShares Morningstar Mid-Cap Value ETF in Q4 2022 and held it in 12 quarters.
  • Guardian Wealth Advisors (North Carolina)'s iShares Morningstar Mid-Cap Value ETF position peaked at $355K in Q4 2023.
  • 170 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.