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IFP Advisors’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

IFP Advisors’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
Q1 		– Sell
-222
Closed -$16.5K – 4477
2024
Q4 		$16.5K Buy
+222
New +$17.2K ﹤0.01% 2334
2022
Q4 		– Sell
-3,185
Closed -$507K – 4708
2022
Q3 		$507K Buy
3,185
+63
+2% +$3.91K 0.01% 930
2022
Q2 		$497K Hold
3,122
– – 0.02% 860
2022
Q1 		$497K Buy
+3,122
New +$210K 0.02% 860
2018
Q4 		– Sell
-81
Closed -$4K – 3695
2018
Q3 		$4K Hold
81
– – ﹤0.01% 3298
2018
Q2 		$4K Hold
81
– – ﹤0.01% 3364
2018
Q1 		$4K Hold
81
– – ﹤0.01% 3262
2017
Q4 		$4K Sell
81
-543
-87% -$28K ﹤0.01% 3311
2017
Q3 		$31K Hold
624
– – ﹤0.01% 2315
2017
Q2 		$31K Hold
624
– – ﹤0.01% 2295
2017
Q1 		$31K Buy
624
+81
+15% +$3.99K ﹤0.01% 2218
2016
Q4 		$26K Buy
+543
New +$25.1K ﹤0.01% 2284

Other funds holding IMCV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IFP Advisors's IMCV Position: Q1 2025 in Review

IFP Advisors sold out of iShares Morningstar Mid-Cap Value ETF (IMCV) in Q1 2025, closing a stake of 222 shares — an estimated $16.5K sold.

IFP Advisors first reported a position in IMCV in Q4 2016 and held it in 12 quarters. The position peaked at $507K in Q3 2022. 148 funds tracked by Wall St. Rank hold IMCV as of Q1 2025.

  • IFP Advisors reported no remaining iShares Morningstar Mid-Cap Value ETF position as of Q1 2025 after selling out during the quarter.
  • IFP Advisors sold 222 iShares Morningstar Mid-Cap Value ETF shares in Q1 2025, an estimated $16.5K.
  • IFP Advisors first reported a position in iShares Morningstar Mid-Cap Value ETF in Q4 2016 and held it in 12 quarters.
  • IFP Advisors's iShares Morningstar Mid-Cap Value ETF position peaked at $507K in Q3 2022.
  • 148 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q1 2025.

Based on IFP Advisors's 13F filing for Q1 2025, filed 5 May 2025.