HI
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Harbour Investments’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Harbour Investments’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 		$190K Buy
2,245
+228
+11% +$19.6K ﹤0.01% 1565
2025
Q4 		$166K Buy
2,017
+1,978
+5,072% +$160K ﹤0.01% 1376
2025
Q3 		$3.13K Buy
39
+24
+160% +$1.89K ﹤0.01% 3138
2025
Q2 		$1.14K Hold
15
– – ﹤0.01% 3257
2025
Q1 		$1.11K Sell
15
-2,552
-99% -$192K ﹤0.01% 3221
2024
Q4 		$191K Buy
2,567
+259
+11% +$20K 0.01% 1077
2024
Q3 		$177K Buy
2,308
+331
+17% +$24.4K 0.01% 1066
2024
Q2 		$139K Sell
1,977
-72
-4% -$5.09K ﹤0.01% 1091
2024
Q1 		$149K Sell
2,049
-1,529
-43% -$104K 0.01% 1037
2023
Q4 		$242K Sell
3,578
-80
-2% -$4.98K 0.01% 790
2023
Q3 		$222K Buy
3,658
+1,912
+110% +$122K 0.01% 754
2023
Q2 		$111K Buy
1,746
+78
+5% +$4.79K 0.01% 1011
2023
Q1 		$103K Buy
1,668
+547
+49% +$35K 0.01% 1029
2022
Q4 		$69.6K Buy
+1,121
New +$69.1K ﹤0.01% 1170
2021
Q4 		– Sell
-363
Closed -$23K – 3146
2021
Q3 		$23K Hold
363
– – ﹤0.01% 2218
2021
Q2 		$23K Hold
363
– – ﹤0.01% 2268
2021
Q1 		$22K Buy
+363
New +$20.9K ﹤0.01% 2156

Other funds holding IMCV

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
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
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Harbour Investments's IMCV Position: Q1 2026 in Review

Harbour Investments increased its iShares Morningstar Mid-Cap Value ETF (IMCV) stake by 11% in Q1 2026, buying an estimated $19.6K and bringing the position to 2,245 shares worth $190K. The position accounts for ﹤0.01% of the portfolio, ranked #1565.

Harbour Investments first reported a position in IMCV in Q1 2021 and has held it in 17 quarters since. The position peaked at $242K in Q4 2023. 172 funds tracked by Wall St. Rank hold IMCV as of Q1 2026.

  • Harbour Investments held 2,245 shares of iShares Morningstar Mid-Cap Value ETF worth $190K as of Q1 2026.
  • Harbour Investments bought 228 iShares Morningstar Mid-Cap Value ETF shares in Q1 2026, an estimated $19.6K.
  • iShares Morningstar Mid-Cap Value ETF made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #1565 holding.
  • Harbour Investments first reported a position in iShares Morningstar Mid-Cap Value ETF in Q1 2021 and has held it in 17 quarters since.
  • Harbour Investments's iShares Morningstar Mid-Cap Value ETF position peaked at $242K in Q4 2023.
  • 172 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.