Iams Wealth Management’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Iams Wealth Management’s Portfolio MGV Stock Details MGV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-3,444	Closed	-$474K	–	200
2025 Q3	$474K	Sell	3,444 -658	-16%	-$88K	0.19%	126
2025 Q2	$538K	Buy	+4,102	New	+$514K	0.25%	108
2023 Q1	–	Sell	-7,042	Closed	-$724K	–	110
2022 Q4	$724K	Buy	+7,042	New	+$708K	0.74%	44

Other funds holding MGV

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Iams Wealth Management's MGV Position: Q4 2025 in Review

Iams Wealth Management sold out of Vanguard Morningstar Mega Cap Value ETF (MGV) in Q4 2025, closing a stake of 3,444 shares — an estimated $474K sold.

Iams Wealth Management first reported a position in MGV in Q4 2022 and held it in 3 quarters. The position peaked at $724K in Q4 2022. 545 funds tracked by Wall St. Rank hold MGV as of Q4 2025.

Iams Wealth Management reported no remaining Vanguard Morningstar Mega Cap Value ETF position as of Q4 2025 after selling out during the quarter.
Iams Wealth Management sold 3,444 Vanguard Morningstar Mega Cap Value ETF shares in Q4 2025, an estimated $474K.
Iams Wealth Management first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2022 and held it in 3 quarters.
Iams Wealth Management's Vanguard Morningstar Mega Cap Value ETF position peaked at $724K in Q4 2022.
545 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q4 2025.

Based on Iams Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.