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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
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 $11.8B AUM 9.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Independent Advisor Alliance's IMCV Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in iShares Morningstar Mid-Cap Value ETF (IMCV) in Q1 2026: 2,411 shares worth $204K. The stake represents ﹤0.01% of the portfolio and ranks #1495 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in IMCV as recently as Q4 2019.

Independent Advisor Alliance first reported a position in IMCV in Q4 2019 and has held it in 2 quarters since. The position peaked at $486K in Q4 2019. 172 funds tracked by Wall St. Rank hold IMCV as of Q1 2026.

  • Independent Advisor Alliance held 2,411 shares of iShares Morningstar Mid-Cap Value ETF worth $204K as of Q1 2026.
  • iShares Morningstar Mid-Cap Value ETF was a new Independent Advisor Alliance position in Q1 2026.
  • iShares Morningstar Mid-Cap Value ETF made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1495 holding.
  • Independent Advisor Alliance first reported a position in iShares Morningstar Mid-Cap Value ETF in Q4 2019 and has held it in 2 quarters since.
  • Independent Advisor Alliance's iShares Morningstar Mid-Cap Value ETF position peaked at $486K in Q4 2019.
  • 172 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.