Ipsen Advisor Group’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Ipsen Advisor Group’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	$7.81M	Buy	85,523 +589	+0.7%	+$52.4K	5.03%	2
2026 Q1	$7.2M	Buy	84,934 +1,277	+2%	+$110K	5.04%	1
2025 Q4	$6.89M	Buy	83,657 +637	+0.8%	+$51.5K	4.89%	1
2025 Q3	$6.67M	Buy	83,020 +717	+0.9%	+$56.3K	4.8%	3
2025 Q2	$6.25M	Buy	82,303 +2,205	+3%	+$160K	4.76%	5
2025 Q1	$5.94M	Buy	80,098 +1,501	+2%	+$113K	5.11%	3
2024 Q4	$5.84M	Buy	+78,597	New	+$6.08M	4.99%	4
2022 Q4	$3.84M	Buy	+61,820	New	+$3.81M	4.42%	3

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

Ipsen Advisor Group's IMCV Position: Q2 2026 in Review

Ipsen Advisor Group increased its iShares Morningstar Mid-Cap Value ETF (IMCV) stake by 0.69% in Q2 2026, buying an estimated $52.4K and bringing the position to 85,523 shares worth $7.81M. The position accounts for 5.03% of the portfolio, ranked #2.

Ipsen Advisor Group first reported a position in IMCV in Q4 2022 and has held it in 8 quarters since. 169 funds tracked by Wall St. Rank hold IMCV as of Q2 2026.

Ipsen Advisor Group held 85,523 shares of iShares Morningstar Mid-Cap Value ETF worth $7.81M as of Q2 2026.
Ipsen Advisor Group bought 589 iShares Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $52.4K.
iShares Morningstar Mid-Cap Value ETF made up 5.03% of Ipsen Advisor Group's portfolio in Q2 2026, its #2 holding.
Ipsen Advisor Group first reported a position in iShares Morningstar Mid-Cap Value ETF in Q4 2022 and has held it in 8 quarters since.
169 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Ipsen Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.