HighTower Advisors’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $347K | Buy |
4,097
+341
| +9% | +$29.3K | ﹤0.01% | 3029 |
|
|
2025
Q4 | $309K | Buy |
3,756
+27
| +0.7% | +$2.18K | ﹤0.01% | 3022 |
|
|
2025
Q3 | $300K | Buy |
3,729
+143
| +4% | +$11.2K | ﹤0.01% | 3045 |
|
|
2025
Q2 | $272K | Buy |
+3,586
| New | +$261K | ﹤0.01% | 3015 |
|
|
2024
Q4 | – | Sell |
-3,305
| Closed | -$255K | – | 3932 |
|
|
2024
Q3 | $255K | Sell |
3,305
-222
| -6% | -$16.3K | ﹤0.01% | 2938 |
|
|
2024
Q2 | $247K | Sell |
3,527
-873
| -20% | -$61.7K | ﹤0.01% | 2878 |
|
|
2024
Q1 | $319K | Sell |
4,400
-110
| -2% | -$7.51K | ﹤0.01% | 2631 |
|
|
2023
Q4 | $306K | Sell |
4,510
-347
| -7% | -$21.6K | ﹤0.01% | 2689 |
|
|
2023
Q3 | $297K | Buy |
4,857
+57
| +1% | +$3.64K | ﹤0.01% | 2608 |
|
|
2023
Q2 | $308K | Hold |
4,800
| – | – | ﹤0.01% | 2543 |
|
|
2023
Q1 | $296K | Sell |
4,800
-138
| -3% | -$8.84K | ﹤0.01% | 2459 |
|
|
2022
Q4 | $304K | Buy |
4,938
+485
| +11% | +$29.9K | ﹤0.01% | 2454 |
|
|
2022
Q3 | $249K | Buy |
4,453
+237
| +6% | +$14.7K | ﹤0.01% | 2466 |
|
|
2022
Q2 | $249K | Buy |
4,216
+164
| +4% | +$10.7K | ﹤0.01% | 2487 |
|
|
2022
Q1 | $279K | Buy |
4,052
+176
| +5% | +$11.9K | ﹤0.01% | 2582 |
|
|
2021
Q4 | $267K | Sell |
3,876
-9
| -0.2% | -$599 | ﹤0.01% | 2549 |
|
|
2021
Q3 | $246K | Hold |
3,885
| – | – | ﹤0.01% | 2557 |
|
|
2021
Q2 | $249K | Sell |
3,885
-48
| -1% | -$3.09K | ﹤0.01% | 2503 |
|
|
2021
Q1 | $242K | Sell |
3,933
-93
| -2% | -$5.34K | ﹤0.01% | 2453 |
|
|
2020
Q4 | $211K | Buy |
+4,026
| New | +$197K | ﹤0.01% | 2165 |
|
|
2020
Q3 | – | Sell |
-5,661
| Closed | -$238K | – | 2609 |
|
|
2020
Q2 | $238K | Sell |
5,661
-447
| -7% | -$17.9K | ﹤0.01% | 1883 |
|
|
2020
Q1 | $215K | Buy |
6,108
+102
| +2% | +$5.05K | ﹤0.01% | 1751 |
|
|
2019
Q4 | $337K | Sell |
6,006
-6
| -0.1% | -$326 | ﹤0.01% | 1645 |
|
|
2019
Q3 | $321K | Hold |
6,012
| – | – | ﹤0.01% | 1744 |
|
|
2019
Q2 | $315K | Sell |
6,012
-78
| -1% | -$4.06K | ﹤0.01% | 1772 |
|
|
2019
Q1 | $316K | Sell |
6,090
-48
| -0.8% | -$2.44K | ﹤0.01% | 1699 |
|
|
2018
Q4 | $285K | Hold |
6,138
| – | – | ﹤0.01% | 1638 |
|
|
2018
Q3 | $328K | Hold |
6,138
| – | – | ﹤0.01% | 1687 |
|
|
2018
Q2 | $325K | Sell |
6,138
-750
| -11% | -$39.7K | ﹤0.01% | 1644 |
|
|
2018
Q1 | $357K | Buy |
6,888
+270
| +4% | +$14.4K | ﹤0.01% | 1593 |
|
|
2017
Q4 | $350K | Sell |
6,618
-37,308
| -85% | -$1.92M | ﹤0.01% | 1625 |
|
|
2017
Q3 | $2.22M | Buy |
43,926
+36,969
| +531% | +$1.83M | 0.02% | 783 |
|
|
2017
Q2 | $344K | Buy |
6,957
+525
| +8% | +$25.8K | ﹤0.01% | 1549 |
|
|
2017
Q1 | $317K | Buy |
6,432
+906
| +16% | +$44.7K | ﹤0.01% | 1525 |
|
|
2016
Q4 | $267K | Buy |
5,526
+69
| +1% | +$3.19K | ﹤0.01% | 1534 |
|
|
2016
Q3 | $243K | Sell |
5,457
-21
| -0.4% | -$920 | ﹤0.01% | 1552 |
|
|
2016
Q2 | $230K | Buy |
5,478
+219
| +4% | +$9.12K | ﹤0.01% | 1430 |
|
|
2016
Q1 | $212K | Buy |
5,259
+114
| +2% | +$4.37K | ﹤0.01% | 1780 |
|
|
2015
Q4 | $203K | Buy |
+5,145
| New | +$206K | ﹤0.01% | 1738 |
|
Other funds holding IMCV
VIA
OWM
EH
HighTower Advisors's IMCV Position: Q1 2026 in Review
HighTower Advisors increased its iShares Morningstar Mid-Cap Value ETF (IMCV) stake by 9.1% in Q1 2026, buying an estimated $29.3K and bringing the position to 4,097 shares worth $347K. The position accounts for ﹤0.01% of the portfolio, ranked #3029.
HighTower Advisors first reported a position in IMCV in Q4 2015 and has held it in 39 quarters since. The position peaked at $2.22M in Q3 2017. 172 funds tracked by Wall St. Rank hold IMCV as of Q1 2026.
- HighTower Advisors held 4,097 shares of iShares Morningstar Mid-Cap Value ETF worth $347K as of Q1 2026.
- HighTower Advisors bought 341 iShares Morningstar Mid-Cap Value ETF shares in Q1 2026, an estimated $29.3K.
- iShares Morningstar Mid-Cap Value ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #3029 holding.
- HighTower Advisors first reported a position in iShares Morningstar Mid-Cap Value ETF in Q4 2015 and has held it in 39 quarters since.
- HighTower Advisors's iShares Morningstar Mid-Cap Value ETF position peaked at $2.22M in Q3 2017.
- 172 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q1 2026.
Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.