Independent Advisor Alliance’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Independent Advisor Alliance’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	–	Sell	-2,411	Closed	-$204K	–	1354
2026 Q1	$204K	Buy	+2,411	New	+$207K	﹤0.01%	1495
2020 Q1	–	Sell	-8,640	Closed	-$486K	–	624
2019 Q4	$486K	Buy	+8,640	New	+$470K	0.02%	541

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

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

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

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Independent Advisor Alliance's IMCV Position: Q2 2026 in Review

Independent Advisor Alliance sold out of iShares Morningstar Mid-Cap Value ETF (IMCV) in Q2 2026, closing a stake of 2,411 shares — an estimated $204K sold.

Independent Advisor Alliance first reported a position in IMCV in Q4 2019 and held it in 2 quarters. The position peaked at $486K in Q4 2019. 169 funds tracked by Wall St. Rank hold IMCV as of Q2 2026.

Independent Advisor Alliance reported no remaining iShares Morningstar Mid-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 2,411 iShares Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $204K.
Independent Advisor Alliance first reported a position in iShares Morningstar Mid-Cap Value ETF in Q4 2019 and held it in 2 quarters.
Independent Advisor Alliance's iShares Morningstar Mid-Cap Value ETF position peaked at $486K in Q4 2019.
169 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.