Hantz Financial Services’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Hantz Financial Services’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	$20K	Buy	+214	New	+$19K	﹤0.01%	1940
2024 Q4	–	Sell	-318	Closed	-$24K	–	1148
2024 Q3	$24K	Buy	318 +2	+0.6%	+$147	﹤0.01%	716
2024 Q2	$22K	Buy	316 +71	+29%	+$5.02K	﹤0.01%	726
2024 Q1	$18K	Buy	245 +51	+26%	+$3.48K	﹤0.01%	762
2023 Q4	$13K	Buy	194 +2	+1%	+$125	﹤0.01%	777
2023 Q3	$12K	Hold	192	–	–	﹤0.01%	783
2023 Q2	$12K	Buy	192 +1	+0.5%	+$61	﹤0.01%	761
2023 Q1	$12K	Buy	191 +1	+0.5%	+$64	﹤0.01%	760
2022 Q4	$12K	Buy	190 +3	+2%	+$185	﹤0.01%	728
2022 Q3	$10K	Buy	+187	New	+$11.6K	﹤0.01%	741

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

Hantz Financial Services's IMCV Position: Q2 2026 in Review

Hantz Financial Services opened a new position in iShares Morningstar Mid-Cap Value ETF (IMCV) in Q2 2026: 214 shares worth $20K. The stake represents ﹤0.01% of the portfolio and ranks #1940 among its holdings. This is a return to the name: Hantz Financial Services previously reported a position in IMCV as recently as Q3 2024.

Hantz Financial Services first reported a position in IMCV in Q3 2022 and has held it in 10 quarters since. The position peaked at $24K in Q3 2024. 169 funds tracked by Wall St. Rank hold IMCV as of Q2 2026.

Hantz Financial Services held 214 shares of iShares Morningstar Mid-Cap Value ETF worth $20K as of Q2 2026.
iShares Morningstar Mid-Cap Value ETF was a new Hantz Financial Services position in Q2 2026.
iShares Morningstar Mid-Cap Value ETF made up ﹤0.01% of Hantz Financial Services's portfolio in Q2 2026, its #1940 holding.
Hantz Financial Services first reported a position in iShares Morningstar Mid-Cap Value ETF in Q3 2022 and has held it in 10 quarters since.
Hantz Financial Services's iShares Morningstar Mid-Cap Value ETF position peaked at $24K in Q3 2024.
169 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.