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

Hopwood 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
2025 Q4	–	Sell	-960	Closed	-$77.1K	–	175
2025 Q3	$77.1K	Hold	960	–	–	0.05%	131
2025 Q2	$72.9K	Hold	960	–	–	0.06%	128
2025 Q1	$71.2K	Hold	960	–	–	0.06%	133
2024 Q4	$71.3K	Buy	+960	New	+$74.2K	0.05%	132

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Hopwood Financial Services's IMCV Position: Q4 2025 in Review

Hopwood Financial Services sold out of iShares Morningstar Mid-Cap Value ETF (IMCV) in Q4 2025, closing a stake of 960 shares — an estimated $77.1K sold.

Hopwood Financial Services first reported a position in IMCV in Q4 2024 and held it in 4 quarters. The position peaked at $77.1K in Q3 2025. 164 funds tracked by Wall St. Rank hold IMCV as of Q4 2025.

Hopwood Financial Services reported no remaining iShares Morningstar Mid-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
Hopwood Financial Services sold 960 iShares Morningstar Mid-Cap Value ETF shares in Q4 2025, an estimated $77.1K.
Hopwood Financial Services first reported a position in iShares Morningstar Mid-Cap Value ETF in Q4 2024 and held it in 4 quarters.
Hopwood Financial Services's iShares Morningstar Mid-Cap Value ETF position peaked at $77.1K in Q3 2025.
164 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q4 2025.

Based on Hopwood Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.