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 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 $11.8B AUM 9.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ipsen Advisor Group's IMCV Position: Q1 2026 in Review

Ipsen Advisor Group increased its iShares Morningstar Mid-Cap Value ETF (IMCV) stake by 1.5% in Q1 2026, buying an estimated $110K and bringing the position to 84,934 shares worth $7.2M. The position accounts for 5.04% of the portfolio, ranked #1.

Ipsen Advisor Group first reported a position in IMCV in Q4 2022 and has held it in 7 quarters since. 172 funds tracked by Wall St. Rank hold IMCV as of Q1 2026.

Ipsen Advisor Group held 84,934 shares of iShares Morningstar Mid-Cap Value ETF worth $7.2M as of Q1 2026.
Ipsen Advisor Group bought 1,277 iShares Morningstar Mid-Cap Value ETF shares in Q1 2026, an estimated $110K.
iShares Morningstar Mid-Cap Value ETF made up 5.04% of Ipsen Advisor Group's portfolio in Q1 2026, its #1 holding.
Ipsen Advisor Group first reported a position in iShares Morningstar Mid-Cap Value ETF in Q4 2022 and has held it in 7 quarters since.
172 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q1 2026.

Based on Ipsen Advisor Group's 13F filing for Q1 2026, filed 29 May 2026.