HGWM
IMCV icon

Horst & Graben Wealth Management’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Horst & Graben Wealth Management’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 		$200K Buy
+2,179
New +$194K 0.03% 204

Other funds holding IMCV

VIA
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
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 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

Horst & Graben Wealth Management's IMCV Position: Q2 2026 in Review

Horst & Graben Wealth Management opened a new position in iShares Morningstar Mid-Cap Value ETF (IMCV) in Q2 2026: 2,179 shares worth $200K. The stake represents 0.03% of the portfolio and ranks #204 among its holdings.

168 funds tracked by Wall St. Rank hold IMCV as of Q2 2026.

  • Horst & Graben Wealth Management held 2,179 shares of iShares Morningstar Mid-Cap Value ETF worth $200K as of Q2 2026.
  • iShares Morningstar Mid-Cap Value ETF was a new Horst & Graben Wealth Management position in Q2 2026.
  • iShares Morningstar Mid-Cap Value ETF made up 0.03% of Horst & Graben Wealth Management's portfolio in Q2 2026, its #204 holding.
  • 168 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Horst & Graben Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.